Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,749,466
+$323,960 QoQ
Shares Held
82,406
+12.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#139
of 595 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $45,330,055 across 9 Capital Markets names. SF ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
195,919 | $17,052,789 | |
| 2 | SCHW |
Schwab Charles Corp
|
105,228 | $9,709,387 | |
| 3 | SF |
Stifel Financial Corp
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|
82,406 | $5,749,466 | |
| 4 | MS |
Morgan Stanley
|
25,599 | $5,351,214 | |
| 5 | EVR |
Evercore Inc.
|
7,876 | $2,689,181 | |
| 6 | GS |
Goldman Sachs Group Inc
|
1,624 | $1,642,464 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
5,313 | $1,496,565 | |
| 8 | PJT |
PJT Partners Inc.
|
9,379 | $1,415,666 |
All Filings in SF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,749,466 | 82,406 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,425,506 | 73,397 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,012,187 | 48,013 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,687,232 | 50,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,269,120 | 50,772 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,800,850 | 50,932 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,456,967 | 51,442 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,525,076 | 58,840 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,948,777 | 58,809 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $4,680,894 | 59,881 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,385,696 | 20,039 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,234,145 | 20,087 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,510,904 | 25,321 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,575,042 | 26,655 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,625,953 | 27,856 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,269,252 | 24,451 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,393,050 | 24,867 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||