Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,698,969
-$165,367 QoQ
Shares Held
24,351
-3.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $972,510,436 across 11 Capital Markets names. SF ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
9,318,993 | $859,863,483 | |
| 2 | MS |
Morgan Stanley
|
184,523 | $38,572,687 | |
| 3 | LCLN |
Lincoln International, Inc.
|
1,319,335 | $31,492,526 | |
| 4 | GS |
Goldman Sachs Group Inc
|
16,269 | $16,453,977 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
118,776 | $15,931,424 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
49,151 | $4,928,862 | |
| 7 | SF |
Stifel Financial Corp
This page
|
24,351 | $1,698,969 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,809 | $1,475,864 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,698,969 | 24,351 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,864,336 | 25,221 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,101,942 | 16,786 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,834,356 | 16,166 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,521,000 | 14,656 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,222,269 | 12,967 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,381,267 | 13,021 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,218,728 | 12,979 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,122,729 | 13,342 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,040,832 | 13,315 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $897,359 | 12,977 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $792,023 | 12,891 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $759,837 | 12,734 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $752,451 | 12,734 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $743,341 | 12,735 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $661,022 | 12,734 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $703,275 | 12,554 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $854,182 | 12,580 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $888,278 | 12,614 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $854,597 | 12,575 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $814,252 | 12,554 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $804,209 | 12,554 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $642,153 | 12,726 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $423,186 | 8,370 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $290,271 | 6,120 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $252,634 | 6,120 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||