Position in SF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$424,818
+$355,947 QoQ
Shares Held
5,747
+596.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MAI Capital Management holds $78,160,357 across 49 Capital Markets names. SF ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
35,028 | $29,633,337 | |
| 2 | MS |
Morgan Stanley
|
160,603 | $26,430,435 | |
| 3 | SCHW |
Schwab Charles Corp
|
148,811 | $13,985,257 | |
| 4 | PJT |
PJT Partners Inc.
|
15,862 | $2,216,238 | |
| 5 | EVR |
Evercore Inc.
|
6,576 | $1,963,001 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,585 | $1,078,475 | |
| 7 | SF |
Stifel Financial Corp
This page
|
5,747 | $424,818 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $397,019 |
All Filings in SF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $424,818 | 5,747 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,871 | 825 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,869 | 223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,252 | 206 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,844 | 93 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,374 | 76 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $158,594 | 2,827 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $149,408 | 2,867 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||