Position in SF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$264,426
+$34,832 QoQ
Shares Held
3,790
+22.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 592 holders
Holding Since
Jun 2025
5 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, 2026Ballentine Partners, LLC holds $33,015,323 across 8 Capital Markets names. SF ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
59,629 | $12,464,843 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,420 | $9,527,104 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
100,905 | $6,319,680 | |
| 4 | SCHW |
Schwab Charles Corp
|
26,461 | $2,441,556 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,256 | $727,630 | |
| 6 | NMR |
Nomura Holdings Inc
|
75,104 | $659,413 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
7,016 | $610,671 | |
| 8 | SF |
Stifel Financial Corp
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|
3,790 | $264,426 |
All Filings in SF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,426 | 3,790 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $229,594 | 3,106 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $281,368 | 2,247 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $248,725 | 2,192 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $223,125 | 2,150 | Shares | Other | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||