Position in SF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$255,776
-$116,263 QoQ
Shares Held
3,666
-27.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#414
of 592 holders
Holding Since
Sep 2024
8 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, 2026Essex Financial Services, Inc. holds $7,805,088 across 7 Capital Markets names. SF ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,454 | $4,504,641 | |
| 2 | MS |
Morgan Stanley
|
5,885 | $1,230,200 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,651 | $1,167,307 | |
| 4 | SF |
Stifel Financial Corp
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|
3,666 | $255,776 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
4,502 | $225,009 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,539 | $220,994 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,006 | $201,161 |
All Filings in SF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,776 | 3,666 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $372,039 | 5,033 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $389,183 | 3,108 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $287,419 | 2,533 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $252,289 | 2,431 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $223,019 | 2,366 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $242,711 | 2,288 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $213,153 | 2,270 | Shares | Defined | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||