Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,329,676
+$64,979 QoQ
Shares Held
19,058
+11.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#251
of 592 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $30,289,846 across 12 Capital Markets names. SF ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
55,625 | $11,627,850 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,407 | $8,502,587 | |
| 3 | SCHW |
Schwab Charles Corp
|
28,285 | $2,609,856 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,217 | $1,927,080 | |
| 5 | SF |
Stifel Financial Corp
This page
|
19,058 | $1,329,676 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
14,180 | $1,234,227 | |
| 7 | EVR |
Evercore Inc.
|
3,185 | $1,087,486 | |
| 8 | NMR |
Nomura Holdings Inc
|
63,043 | $553,516 |
All Filings in SF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,676 | 19,058 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,264,697 | 17,109 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,495,752 | 11,945 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,333,386 | 11,751 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,226,161 | 11,815 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,160,340 | 12,310 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,292,584 | 12,185 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,163,608 | 12,392 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $990,529 | 11,771 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $918,027 | 11,744 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $806,773 | 11,667 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $625,520 | 10,181 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $617,763 | 10,353 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $583,217 | 9,870 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $545,759 | 9,350 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $542,610 | 9,686 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $582,650 | 8,581 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $671,455 | 9,535 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $365,486 | 5,635 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $382,758 | 5,975 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $298,622 | 5,918 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||