Position in SF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$327,709
-$22,597 QoQ
Shares Held
4,697
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#380
of 592 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROBERTS GLORE & CO INC /IL/ holds $2,746,812 across 6 Capital Markets names. SF ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
7,997 | $696,058 | |
| 2 | EVR |
Evercore Inc.
|
1,780 | $607,763 | |
| 3 | GS |
Goldman Sachs Group Inc
|
551 | $557,264 | |
| 4 | PJT |
PJT Partners Inc.
|
2,288 | $345,350 | |
| 5 | SF |
Stifel Financial Corp
This page
|
4,697 | $327,709 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
755 | $212,668 |
All Filings in SF
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,709 | 4,697 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $350,306 | 4,739 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $380,668 | 3,040 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $371,614 | 3,275 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $339,879 | 3,275 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $308,701 | 3,275 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $347,412 | 3,275 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $326,302 | 3,475 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $310,513 | 3,690 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $304,081 | 3,890 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $286,626 | 4,145 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $260,198 | 4,235 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $252,702 | 4,235 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $252,432 | 4,272 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $256,185 | 4,389 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $232,245 | 4,474 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $250,633 | 4,474 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $303,784 | 4,474 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $200,485 | 2,847 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $204,799 | 3,197 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||