Position in SF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$71,389,570
-$8,079,382 QoQ
Shares Held
1,023,213
-4.8% QoQ
Ownership
0.272%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#31
of 592 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. SF ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
This page
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,389,570 | 1,023,213 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $79,468,952 | 1,075,067 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $90,649,386 | 723,921 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $83,516,906 | 736,026 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $86,306,706 | 831,631 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $83,894,038 | 890,028 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $98,424,523 | 927,833 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $94,517,297 | 1,006,574 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $87,099,373 | 1,035,049 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $104,142,540 | 1,332,258 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $81,680,809 | 1,181,212 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $72,727,817 | 1,183,721 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $39,713,845 | 665,558 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $40,416,639 | 683,985 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $40,221,914 | 689,086 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $34,333,618 | 661,406 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $42,439,948 | 757,585 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $47,062,202 | 693,110 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $48,709,055 | 691,693 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $54,161,509 | 796,961 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $52,863,558 | 815,041 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $51,042,855 | 796,797 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $57,524,954 | 1,140,011 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $38,720,800 | 765,839 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $36,855,765 | 777,056 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $25,371,228 | 614,612 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||