Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$201,984
-$6,077,741 QoQ
Shares Held
2,895
-96.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#438
of 592 holders
Holding Since
Dec 2025
3 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, 2026ZACKS INVESTMENT MANAGEMENT holds $130,945,669 across 8 Capital Markets names. SF ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
255,287 | $53,365,194 | |
| 2 | GS |
Goldman Sachs Group Inc
|
44,196 | $44,698,508 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
203,095 | $20,366,366 | |
| 4 | EVR |
Evercore Inc.
|
18,059 | $6,166,064 | |
| 5 | SNEX |
StoneX Group Inc.
|
69,200 | $5,466,760 | |
| 6 | SCHW |
Schwab Charles Corp
|
4,631 | $427,302 | |
| 7 | MRX |
Marex Group Ltd
|
4,159 | $253,491 | |
| 8 | SF |
Stifel Financial Corp
This page
|
2,895 | $201,984 |
All Filings in SF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,984 | 2,895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,279,725 | 84,953 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,811,467 | 54,396 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||