Position in SF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$93,234,900
-$7,848,772 QoQ
Shares Held
1,336,318
-2.3% QoQ
Ownership
0.355%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
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, 2026Bank of New York Mellon Corp holds $7,289,362,281 across 49 Capital Markets names. SF ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,531,247 | $2,560,027,262 | |
| 2 | MS |
Morgan Stanley
|
9,759,983 | $2,040,226,836 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,489,297 | $967,847,425 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,786,353 | $379,695,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,420,031 | $210,639,490 | |
| 6 | EVR |
Evercore Inc.
|
302,828 | $103,397,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
350,265 | $98,662,638 | |
| 8 | SF |
Stifel Financial Corp
This page
|
1,336,318 | $93,234,900 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,234,900 | 1,336,318 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $101,083,672 | 1,367,474 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $121,790,342 | 972,611 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $105,893,536 | 933,229 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $99,120,216 | 955,099 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $92,918,957 | 985,773 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $106,692,925 | 1,005,778 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $102,535,508 | 1,091,965 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $100,058,383 | 1,189,048 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $92,373,424 | 1,181,700 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $84,940,950 | 1,228,358 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $74,003,059 | 1,204,477 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $75,054,471 | 1,257,826 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $74,918,429 | 1,267,871 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $75,290,577 | 1,289,886 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $62,595,883 | 1,205,853 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $68,121,999 | 1,216,029 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $80,838,939 | 1,190,558 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $83,819,924 | 1,190,285 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $84,002,897 | 1,236,063 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $74,583,480 | 1,149,915 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $85,058,226 | 1,327,789 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $66,570,206 | 1,319,267 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $46,258,075 | 914,915 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $44,950,970 | 947,733 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $36,985,209 | 895,958 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||