Position in SF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$223,961
-$13,322 QoQ
Shares Held
3,210
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#425
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. SF ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,074 | $7,154,431 | |
| 2 | MS |
Morgan Stanley
|
30,969 | $6,473,759 | |
| 3 | SCHW |
Schwab Charles Corp
|
31,293 | $2,887,405 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $1,920,960 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,593 | $1,162,546 | |
| 6 | NMR |
Nomura Holdings Inc
|
130,195 | $1,143,112 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,951 | $430,935 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,286 | $362,240 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,961 | 3,210 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $237,283 | 3,210 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $216,881 | 1,732 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $158,290 | 1,395 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $140,206 | 1,351 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $208,974 | 2,217 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $115,945 | 1,093 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $95,871 | 1,021 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $84,150 | 1,000 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $85,361 | 1,092 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $71,224 | 1,030 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $48,906 | 796 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $46,244 | 775 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $46,326 | 784 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $33,679 | 577 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $42,358 | 816 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $49,297 | 880 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $62,535 | 921 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $55,350 | 786 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $49,814 | 733 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $32,884 | 507 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $36,065 | 563 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $27,652 | 548 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,555 | 367 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,999 | 253 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,715 | 90 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||