Position in SF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$532,963
+$131,926 QoQ
Shares Held
7,210
+50.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026CI INVESTMENTS INC. holds $108,449,067 across 13 Capital Markets names. SF ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
100,128 | $84,707,286 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
144,147 | $9,989,387 | |
| 3 | SCHW |
Schwab Charles Corp
|
60,077 | $5,646,036 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
85,677 | $3,535,889 | |
| 5 | MS |
Morgan Stanley
|
14,059 | $2,313,689 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
14,809 | $993,239 | |
| 7 | SF |
Stifel Financial Corp
This page
|
7,210 | $532,963 | |
| 8 | ETOR |
eToro Group Ltd.
|
7,552 | $226,786 |
All Filings in SF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $532,963 | 7,210 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $401,037 | 4,804 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $279,741 | 3,698 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,992 | 4,018 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $260,723 | 4,149 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $267,604 | 3,784 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $207,894 | 3,321 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $166,056 | 2,960 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $161,916 | 3,107 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $111,285 | 2,414 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $83,722 | 2,044 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $79,957 | 2,010 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $74,335 | 1,887 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $72,962 | 1,875 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,015 | 405 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,909 | 426 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,040 | 752 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $35,303 | 752 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $40,685 | 898 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,759 | 827 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $22,036 | 516 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $17,358 | 516 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,078 | 226 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||