Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,482,134
-$528,798 QoQ
Shares Held
107,240
-1.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $626,111,245 across 18 Capital Markets names. SF ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,096 | $208,439,311 | |
| 2 | MS |
Morgan Stanley
|
836,491 | $174,860,078 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,405,742 | $129,707,814 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
543,013 | $47,263,851 | |
| 5 | EVR |
Evercore Inc.
|
27,218 | $9,293,313 | |
| 6 | SF |
Stifel Financial Corp
This page
|
107,240 | $7,482,134 | |
| 7 | SNEX |
StoneX Group Inc.
|
85,248 | $6,734,592 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
23,358 | $6,579,481 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,482,134 | 107,240 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,010,932 | 108,373 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,096,732 | 72,646 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,446,960 | 92,068 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,425,511 | 90,822 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $8,650,334 | 91,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,367,092 | 97,729 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,760,153 | 103,942 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,488,294 | 100,871 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,230,407 | 92,496 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,188,095 | 89,488 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,407,703 | 88,016 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,052,855 | 84,680 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,434,620 | 91,972 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,437,044 | 93,148 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,797,116 | 73,148 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,680,349 | 65,697 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,876,278 | 57,088 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,709,939 | 52,683 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,347,100 | 49,251 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,674,112 | 41,229 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,610,639 | 40,753 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,251,676 | 44,623 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,643,098 | 32,498 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $1,607,639 | 33,895 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,479,354 | 35,837 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||