Position in SF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,674,932
-$466,969 QoQ
Shares Held
49,715
+50.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $25,615,019 across 26 Capital Markets names. SF ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
42,133 | $6,933,826 | |
| 2 | SF |
Stifel Financial Corp
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|
49,715 | $3,674,932 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
17,161 | $2,464,662 | |
| 4 | GS |
Goldman Sachs Group Inc
|
2,684 | $2,270,637 | |
| 5 | EVR |
Evercore Inc.
|
7,125 | $2,126,883 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
46,617 | $1,923,882 | |
| 7 | SCHW |
Schwab Charles Corp
|
14,950 | $1,405,001 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,968 | $721,978 |
All Filings in SF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,674,932 | 49,715 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,141,901 | 33,077 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,181,143 | 36,848 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $4,072,329 | 39,240 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,713,654 | 39,398 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,797,770 | 35,801 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,411,574 | 36,332 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,121,291 | 37,092 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,956,465 | 37,821 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $2,615,322 | 37,821 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,379,264 | 38,725 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,494,444 | 41,804 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $2,488,868 | 42,120 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,486,384 | 42,597 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,107,391 | 40,597 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,337,323 | 41,723 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,787,771 | 41,057 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,891,235 | 41,057 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,790,235 | 41,057 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,922,267 | 45,055 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,431,247 | 53,563 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $2,706,472 | 53,636 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,829,663 | 36,188 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,746,562 | 36,824 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,493,553 | 36,181 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||