Position in SF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$307,254,589
-$6,194,299 QoQ
Shares Held
4,403,821
+3.9% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#7
of 595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Partners holds $3,984,429,559 across 15 Capital Markets names. SF ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
4,250,828 | $1,197,373,229 | |
| 2 | MS |
Morgan Stanley
|
4,685,095 | $979,372,257 | |
| 3 | GS |
Goldman Sachs Group Inc
|
949,277 | $960,070,277 | |
| 4 | SF |
Stifel Financial Corp
This page
|
4,403,821 | $307,254,589 | |
| 5 | EVR |
Evercore Inc.
|
614,517 | $209,820,682 | |
| 6 | SCHW |
Schwab Charles Corp
|
998,920 | $92,170,346 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,087,760 | $85,933,000 | |
| 8 | BGC |
BGC Group, Inc.
|
7,226,432 | $77,250,557 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,254,589 | 4,403,821 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $313,448,888 | 4,240,380 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $290,918,741 | 2,323,261 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $269,137,340 | 2,371,880 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $241,418,235 | 2,326,249 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $7,756,466 | 82,288 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,788,827 | 16,863 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,819,500 | 19,377 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,290,647 | 27,221 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,251,372 | 28,801 | Shares | Defined | 2024-05-28 | |
| 2023-12-31 | $2,611,449 | 37,765 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,308,055 | 37,566 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $2,566,824 | 43,017 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,541,872 | 43,017 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,510,900 | 43,017 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,181,364 | 42,022 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $2,307,073 | 41,183 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,614,966 | 38,512 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,633,076 | 37,391 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $2,541,094 | 37,391 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,774,581 | 42,778 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,965,595 | 46,294 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,530,720 | 50,153 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,893,976 | 37,460 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,794,134 | 37,827 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,970,875 | 47,744 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||