Position in SF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$101,083,672
+$19,890,115 QoQ
Shares Held
1,367,474
+40.6% QoQ
Ownership
0.361%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 93.97773268249877.ToString("F0")%
Shared 0.011992906634490576.ToString("F0")%
None 6.010274410866743.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Bank of New York Mellon Corp holds $6,723,744,744 across 48 Capital Markets names. SF ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,632,139 | $2,226,763,259 | |
| 2 | MS |
Morgan Stanley
|
9,794,288 | $1,611,845,965 | |
| 3 | SCHW |
Schwab Charles Corp
|
16,162,082 | $1,518,912,454 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,733,284 | $258,716,573 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,282,311 | $153,074,588 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
383,839 | $115,470,277 | |
| 7 | SF |
Stifel Financial Corp
This page
|
1,367,474 | $101,083,672 | |
| 8 | EVR |
Evercore Inc.
|
319,237 | $95,295,430 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,083,672 | 1,367,474 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $81,193,557 | 972,611 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $70,595,688 | 933,229 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $66,080,141 | 955,099 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $61,945,968 | 985,773 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $71,128,616 | 1,005,778 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $68,357,005 | 1,091,965 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $66,705,586 | 1,189,048 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $61,582,282 | 1,181,700 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $56,627,299 | 1,228,358 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $49,335,370 | 1,204,477 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $50,036,312 | 1,257,826 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $49,945,616 | 1,267,871 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $50,193,716 | 1,289,886 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $41,730,586 | 1,205,853 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $45,414,663 | 1,216,029 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $53,892,625 | 1,190,558 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $55,879,946 | 1,190,285 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $56,001,929 | 1,236,063 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $49,722,319 | 1,149,915 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $56,705,482 | 1,327,789 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $20,559,140 | 914,915 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $19,978,208 | 947,733 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $16,437,867 | 895,958 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||