Position in SF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,904,036
-$486,156 QoQ
Shares Held
41,623
-9.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#197
of 598 holders
Holding Since
Mar 2023
14 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, 2026GREAT LAKES ADVISORS, LLC holds $260,015,359 across 12 Capital Markets names. SF ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
176,704 | $178,713,122 | |
| 2 | SCHW |
Schwab Charles Corp
|
687,938 | $63,476,037 | |
| 3 | DSEEY |
Daiwa Securities Group Inc.
|
407,250 | $4,048,064 | |
| 4 | SF |
Stifel Financial Corp
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|
41,623 | $2,904,036 | |
| 5 | MARA |
MARA Holdings, Inc.
|
207,265 | $2,878,910 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
93,841 | $2,569,366 | |
| 7 | WULF |
Terawulf Inc.
|
100,260 | $2,476,421 | |
| 8 | MS |
Morgan Stanley
|
4,670 | $976,216 |
All Filings in SF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,904,036 | 41,623 | Shares | Other | 2026-08-10 | |
| 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. | ||||||