Position in SF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,000
-$28,870 QoQ
Shares Held
86
-82.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
of 595 holders
Holding Since
Sep 2021
17 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, 2026WHITTIER TRUST CO holds $160,223,345 across 20 Capital Markets names. SF ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
88,836 | $89,846,064 | |
| 2 | SCHW |
Schwab Charles Corp
|
383,423 | $35,378,439 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
40,238 | $11,334,239 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
77,994 | $10,461,334 | |
| 5 | MS |
Morgan Stanley
|
21,946 | $4,587,591 | |
| 6 | EVR |
Evercore Inc.
|
11,906 | $4,065,183 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
71,239 | $2,187,749 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,632 | $1,367,016 |
All Filings in SF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,000 | 86 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $34,870 | 336 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $31,671 | 336 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,642 | 336 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $31,550 | 336 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $28,274 | 336 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $26,265 | 336 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $23,234 | 336 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $20,643 | 336 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $20,049 | 336 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $19,854 | 336 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $19,612 | 336 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $17,441 | 336 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $18,822 | 336 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $22,814 | 336 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $23,661 | 336 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $22,834 | 336 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||