Position in SF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$96,668,510
+$21,753,475 QoQ
Shares Held
1,307,745
+45.7% QoQ
Ownership
0.346%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.90423209417739.ToString("F0")%
Shared 8.050957946694501.ToString("F0")%
None 0.044809959128117485.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GW&K Investment Management, LLC holds $325,777,145 across 15 Capital Markets names. SF ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
1,307,745 | $96,668,510 | |
| 2 | PIPR |
Piper Sandler Companies
|
915,843 | $70,107,780 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
354,095 | $50,855,123 | |
| 4 | MS |
Morgan Stanley
|
293,468 | $48,296,028 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,054,005 | $19,140,730 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $17,681,344 | |
| 7 | PJT |
PJT Partners Inc.
|
63,573 | $8,882,419 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
27,064 | $8,141,663 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,668,510 | 1,307,745 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $74,915,035 | 897,401 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $71,174,466 | 940,880 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $71,449,243 | 1,032,702 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $67,134,674 | 1,068,343 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $76,743,080 | 1,085,168 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $78,091,308 | 1,247,465 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $72,097,026 | 1,285,152 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $67,803,936 | 1,301,087 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $61,263,304 | 1,328,922 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $57,304,841 | 1,399,044 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $56,345,505 | 1,416,428 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $49,027,600 | 1,244,567 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $31,198,660 | 801,748 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,808,040 | 803,545 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $32,641,650 | 874,017 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $38,840,095 | 858,028 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $40,606,078 | 864,940 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $39,642,229 | 874,975 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $38,824,763 | 897,890 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $48,907,328 | 1,145,191 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $38,976,178 | 1,158,626 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $15,771,880 | 701,874 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $12,011,172 | 569,790 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,660,331 | 581,049 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||