Position in SF
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,182
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,355,567 across 9 Capital Markets names. SF ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
19,629 | $1,844,733 | |
| 2 | MS |
Morgan Stanley
|
1,636 | $269,236 | |
| 3 | GS |
Goldman Sachs Group Inc
|
257 | $217,419 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
215 | $14,420 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
14 | $4,211 | |
| 6 | MRX |
Marex Group Ltd
|
56 | $2,496 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
33 | $1,451 | |
| 8 | SF |
Stifel Financial Corp
This page
|
16 | $1,182 |
All Filings in SF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,182 | 16 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||