Position in SF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$87,005,282
-$9,663,228 QoQ
Shares Held
1,247,030
-4.6% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#28
of 595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GW&K Investment Management, LLC holds $318,494,693 across 16 Capital Markets names. SF ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
1,247,030 | $87,005,282 | |
| 2 | PIPR |
Piper Sandler Companies
|
861,276 | $62,304,705 | |
| 3 | MS |
Morgan Stanley
|
288,780 | $60,366,571 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
349,700 | $46,905,260 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,291,081 | $20,605,652 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $20,224,174 | |
| 7 | PJT |
PJT Partners Inc.
|
61,131 | $9,227,113 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,319 | $7,413,535 |
All Filings in SF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,005,282 | 1,247,030 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $96,668,510 | 1,307,745 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $112,372,553 | 897,401 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $106,761,699 | 940,880 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $107,173,864 | 1,032,702 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $100,702,011 | 1,068,343 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $115,114,620 | 1,085,168 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $117,136,962 | 1,247,465 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $108,145,540 | 1,285,152 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $101,705,905 | 1,301,087 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $91,894,955 | 1,328,922 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $85,957,262 | 1,399,044 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $84,518,258 | 1,416,428 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $73,541,401 | 1,244,567 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $46,797,989 | 801,748 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $41,712,060 | 803,545 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $48,962,475 | 874,017 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $58,260,143 | 858,028 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $60,909,117 | 864,940 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $59,463,343 | 874,975 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $58,237,145 | 897,890 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $73,360,992 | 1,145,191 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $58,464,267 | 1,158,626 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $35,486,731 | 701,874 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $27,025,139 | 569,790 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $23,985,746 | 581,049 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||