Position in SF
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,161,232
-$1,593,809 QoQ
Shares Held
83,350
-10.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Edgestream Partners, L.P. holds $60,680,342 across 10 Capital Markets names. SF ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,869 | $15,116,995 | |
| 2 | MS |
Morgan Stanley
|
85,059 | $13,998,159 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
55,338 | $7,947,643 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
559,354 | $6,913,615 | |
| 5 | SF |
Stifel Financial Corp
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|
83,350 | $6,161,232 | |
| 6 | LAZ |
Lazard, Inc.
|
79,856 | $3,392,282 | |
| 7 | MARA |
MARA Holdings, Inc.
|
350,934 | $2,863,621 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
37,399 | $2,508,350 |
All Filings in SF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,161,232 | 83,350 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,755,041 | 92,897 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,671,104 | 101,407 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $3,751,200 | 53,043 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $2,591,096 | 56,206 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,495,001 | 62,720 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||