Position in SF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$79,468,952
+$19,036,028 QoQ
Shares Held
1,075,067
+48.5% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,399,181,934 across 30 Capital Markets names. SF ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,636,544 | $793,151,530 | |
| 2 | MS |
Morgan Stanley
|
3,021,966 | $497,324,943 | |
| 3 | GS |
Goldman Sachs Group Inc
|
346,674 | $293,282,736 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,851,720 | $268,004,644 | |
| 5 | SF |
Stifel Financial Corp
This page
|
1,075,067 | $79,468,952 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
890,302 | $61,697,928 | |
| 7 | LAZ |
Lazard, Inc.
|
1,267,322 | $53,835,837 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,957,456 | $36,554,155 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,468,952 | 1,075,067 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $60,432,924 | 723,921 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $55,677,937 | 736,026 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $57,537,803 | 831,631 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $55,929,358 | 890,028 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $65,616,348 | 927,833 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $63,011,531 | 1,006,574 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $58,066,247 | 1,035,049 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $69,428,360 | 1,332,258 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $54,453,872 | 1,181,212 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $48,485,211 | 1,183,721 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $26,475,896 | 665,558 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $26,944,425 | 683,985 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $26,814,610 | 689,086 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $22,889,078 | 661,406 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $28,293,298 | 757,585 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $31,374,802 | 693,110 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $32,472,702 | 691,693 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $36,107,672 | 796,961 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $35,242,372 | 815,041 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $38,349,969 | 1,140,011 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $17,209,244 | 765,839 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $16,380,340 | 777,056 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $11,276,101 | 614,612 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||