Position in SF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$14,310,615
+$3,660,321 QoQ
Shares Held
193,596
+51.7% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $56,416,541 across 11 Capital Markets names. SF ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
193,596 | $14,310,615 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16,357 | $13,837,857 | |
| 3 | SCHW |
Schwab Charles Corp
|
133,394 | $12,536,368 | |
| 4 | LAZ |
Lazard, Inc.
|
199,155 | $8,460,104 | |
| 5 | MS |
Morgan Stanley
|
18,571 | $3,056,229 | |
| 6 | PJT |
PJT Partners Inc.
|
14,268 | $1,993,524 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
27,516 | $1,210,153 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,962 | $378,014 |
All Filings in SF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,310,615 | 193,596 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $10,650,294 | 127,579 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $9,628,765 | 127,286 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $8,814,800 | 127,406 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $7,994,316 | 127,217 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $9,129,881 | 129,099 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $8,071,894 | 128,944 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $7,231,402 | 128,902 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $6,647,102 | 127,551 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $5,482,995 | 118,937 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,820,951 | 117,699 | Shares | Other | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||