Position in SF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,010,932
+$1,946,444 QoQ
Shares Held
108,373
+49.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CANADA LIFE ASSURANCE Co holds $546,037,952 across 18 Capital Markets names. SF ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
219,341 | $185,560,292 | |
| 2 | MS |
Morgan Stanley
|
889,102 | $146,319,516 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,221,693 | $114,814,708 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
524,847 | $35,201,488 | |
| 5 | EVR |
Evercore Inc.
|
27,364 | $8,168,427 | |
| 6 | SF |
Stifel Financial Corp
This page
|
108,373 | $8,010,932 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
23,755 | $7,146,216 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
33,909 | $5,594,306 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,010,932 | 108,373 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,064,488 | 72,646 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,964,640 | 92,068 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,283,674 | 90,822 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,766,889 | 91,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,911,394 | 97,729 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,506,769 | 103,942 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,658,863 | 100,871 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,820,271 | 92,496 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,125,396 | 89,488 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,605,135 | 88,016 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,368,570 | 84,680 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,623,080 | 91,972 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,624,696 | 93,148 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,531,410 | 73,148 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,453,566 | 65,697 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,584,185 | 57,088 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,473,292 | 52,683 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,231,400 | 49,251 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,782,741 | 41,229 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,740,426 | 40,753 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,501,117 | 44,623 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $730,265 | 32,498 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $714,506 | 33,895 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $657,490 | 35,837 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||