Position in SF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,321,437
-$1,444,067 QoQ
Shares Held
58,461
+27.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $77,073,285 across 22 Capital Markets names. SF ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,932 | $15,170,292 | |
| 2 | MS |
Morgan Stanley
|
87,343 | $14,374,037 | |
| 3 | SCHW |
Schwab Charles Corp
|
130,739 | $12,286,850 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
70,556 | $4,732,189 | |
| 5 | SF |
Stifel Financial Corp
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|
58,461 | $4,321,437 | |
| 6 | PIPR |
Piper Sandler Companies
|
52,992 | $4,056,537 | |
| 7 | EVR |
Evercore Inc.
|
11,135 | $3,323,908 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
46,201 | $3,201,729 |
All Filings in SF
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,321,437 | 58,461 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,765,504 | 46,043 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,618,923 | 49,519 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,130,574 | 49,437 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $4,569,253 | 48,475 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $5,039,860 | 47,510 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,496,683 | 47,888 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $4,145,733 | 49,266 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $4,051,626 | 51,831 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $3,246,730 | 46,952 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,128,033 | 50,912 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,859,078 | 31,156 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,912,623 | 32,368 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,044,238 | 17,890 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $927,165 | 17,861 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,005,783 | 17,954 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,207,330 | 17,781 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,312,136 | 18,633 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,234,630 | 18,167 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,178,311 | 18,167 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,153,506 | 33,617 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,590,852 | 31,527 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,296,661 | 25,646 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||