Position in SF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$266,939
-$28,148 QoQ
Shares Held
3,826
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 592 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $24,819,422 across 14 Capital Markets names. SF ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,398 | $8,493,485 | |
| 2 | MS |
Morgan Stanley
|
29,247 | $6,113,792 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,653 | $4,581,482 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
8,942 | $2,518,782 | |
| 5 | EVR |
Evercore Inc.
|
1,677 | $572,594 | |
| 6 | WULF |
Terawulf Inc.
|
19,501 | $481,674 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
4,472 | $448,451 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
15,352 | $420,337 |
All Filings in SF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,939 | 3,826 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $295,087 | 3,992 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $330,831 | 2,642 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $293,999 | 2,591 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $275,743 | 2,657 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $259,686 | 2,755 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $274,641 | 2,589 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $238,599 | 2,541 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $214,245 | 2,546 | Shares | Defined | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||