PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in SF — Stifel Financial Corp
CIK 12600
DES MOINES, IA
Position in SF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$242,014
+$841 QoQ
Shares Held
3,274
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $36,932,732 across 11 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
135,377 | $12,491,235 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,803 | $9,914,460 | |
| 3 | MS |
Morgan Stanley
|
44,097 | $9,218,036 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,892 | $1,092,249 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
13,437 | $800,442 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,594 | $730,677 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
7,848 | $683,089 | |
| 8 | XP |
XP Inc.
|
35,412 | $575,799 |
All Filings in SF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,014 | 3,274 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $241,173 | 1,926 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $204,473 | 1,802 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $156,188 | 1,505 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $154,774 | 1,642 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $174,183 | 1,642 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $140,098 | 1,492 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $138,679 | 1,648 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $111,548 | 1,427 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||