Position in SF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,390,192
-$442,666 QoQ
Shares Held
45,863
+49.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026GREAT LAKES ADVISORS, LLC holds $162,489,473 across 10 Capital Markets names. SF ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,186 | $143,975,652 | |
| 2 | SCHW |
Schwab Charles Corp
|
94,698 | $8,899,717 | |
| 3 | SF |
Stifel Financial Corp
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|
45,863 | $3,390,192 | |
| 4 | DSEEY |
Daiwa Securities Group Inc.
|
339,585 | $3,175,118 | |
| 5 | GOLD |
Gold.com, Inc.
|
27,333 | $1,095,506 | |
| 6 | MS |
Morgan Stanley
|
3,672 | $604,300 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
7,824 | $524,755 | |
| 8 | EVR |
Evercore Inc.
|
1,347 | $402,092 |
All Filings in SF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,390,192 | 45,863 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,832,858 | 30,609 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $3,471,842 | 30,597 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,530,181 | 34,016 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $384,486 | 4,079 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $447,233 | 4,216 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $369,590 | 3,936 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $682,204 | 8,107 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,260,055 | 67,290 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,800,115 | 69,416 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,716,131 | 93,036 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $5,897,961 | 98,843 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,269,951 | 173,802 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||