Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,674
-$100 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#563
of 592 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $3,006,059 across 10 Capital Markets names. SF ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
23,585 | $1,404,958 | |
| 2 | SCHW |
Schwab Charles Corp
|
8,423 | $777,190 | |
| 3 | MS |
Morgan Stanley
|
1,941 | $405,746 | |
| 4 | NMR |
Nomura Holdings Inc
|
19,675 | $172,746 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,047 | $91,130 | |
| 6 | FUTU |
Futu Holdings Ltd
|
868 | $81,366 | |
| 7 | TW |
Tradeweb Markets Inc.
|
481 | $47,936 | |
| 8 | GS |
Goldman Sachs Group Inc
|
19 | $19,216 |
All Filings in SF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674 | 24 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,774 | 24 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,003 | 16 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||