Position in SF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,501,021
+$1,576,522 QoQ
Shares Held
115,003
+38.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 57.506325921932465.ToString("F0")%
Shared 0.ToString("F0")%
None 42.49367407806753.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $448,950,703 across 17 Capital Markets names. SF ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,863,815 | $269,141,332 | |
| 2 | GS |
Goldman Sachs Group Inc
|
121,523 | $102,807,242 | |
| 3 | MS |
Morgan Stanley
|
237,672 | $39,113,681 | |
| 4 | SF |
Stifel Financial Corp
This page
|
115,003 | $8,501,021 | |
| 5 | TW |
Tradeweb Markets Inc.
|
41,421 | $4,873,594 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
125,601 | $4,264,153 | |
| 7 | XP |
XP Inc.
|
206,689 | $3,935,358 | |
| 8 | BGC |
BGC Group, Inc.
|
316,614 | $3,096,484 |
All Filings in SF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,501,021 | 115,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,924,499 | 82,948 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,207,791 | 121,721 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,376,224 | 121,067 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,915,137 | 125,957 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,003,504 | 127,312 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,736,572 | 107,613 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,062,578 | 143,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,791,875 | 149,518 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $12,438,194 | 269,809 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,044,951 | 220,824 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $22,769 | 503 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $23,614 | 503 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $22,789 | 503 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,998 | 555 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $23,702 | 555 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $18,670 | 555 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,437 | 331 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,977 | 331 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,072 | 331 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||