Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$364,757
-$23,766 QoQ
Shares Held
5,228
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 591 holders
Holding Since
Sep 2023
5 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, 2026AVIVA PLC holds $782,238,944 across 19 Capital Markets names. SF ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
263,877 | $266,877,281 | |
| 2 | MS |
Morgan Stanley
|
1,087,518 | $227,334,762 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,426,071 | $131,583,571 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
639,942 | $64,173,383 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
353,010 | $30,725,990 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
69,319 | $19,525,775 | |
| 7 | IREN |
IREN Ltd
|
258,695 | $11,830,122 | |
| 8 | FUTU |
Futu Holdings Ltd
|
95,237 | $8,927,516 |
All Filings in SF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,757 | 5,228 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $388,523 | 5,256 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $589,535 | 4,708 | Shares | Defined | 2026-02-12 | |
| 2024-03-31 | $879,802 | 11,255 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $1,517,506 | 24,699 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||