Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,004,024
+$311,454 QoQ
Shares Held
200,717
+8.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#89
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $52,533,468 across 8 Capital Markets names. SF ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
111,524 | $23,312,976 | |
| 2 | SF |
Stifel Financial Corp
This page
|
200,717 | $14,004,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
131,889 | $12,169,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,892 | $1,913,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,775 | $378,556 | |
| 6 | EVR |
Evercore Inc.
|
792 | $270,420 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
5,108 | $255,297 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
814 | $229,287 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,004,024 | 200,717 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $13,692,570 | 185,235 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,520,879 | 107,977 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $12,510,072 | 110,250 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,279,962 | 70,148 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,227,758 | 66,070 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,712,440 | 72,704 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,507,363 | 69,301 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,041,005 | 59,905 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,611,558 | 58,994 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,788,313 | 54,784 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,365,928 | 54,784 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,221,165 | 53,983 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,189,852 | 53,983 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,150,985 | 53,983 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,607,696 | 69,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,893,337 | 69,499 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,228,303 | 77,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,422,343 | 77,000 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,234,418 | 77,022 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $5,050,713 | 77,871 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,771,467 | 105,705 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,337,961 | 105,786 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $3,506,334 | 69,350 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,269,255 | 68,928 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,531,459 | 61,324 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||