Position in SF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,103,493
+$942,261 QoQ
Shares Held
101,813
+22.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#127
of 595 holders
Holding Since
Jun 2023
7 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, 2026Edgestream Partners, L.P. holds $55,845,716 across 12 Capital Markets names. SF ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,816 | |
| 2 | MS |
Morgan Stanley
|
41,812 | $8,740,380 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
98,278 | $8,554,117 | |
| 4 | SF |
Stifel Financial Corp
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|
101,813 | $7,103,493 | |
| 5 | MARA |
MARA Holdings, Inc.
|
496,906 | $6,902,024 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
63,338 | $3,773,044 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
47,556 | $2,376,848 | |
| 8 | SCHW |
Schwab Charles Corp
|
23,747 | $2,191,135 |
All Filings in SF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,103,493 | 101,813 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,161,232 | 83,350 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,632,562 | 92,897 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,506,657 | 101,407 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $5,626,801 | 53,043 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $3,886,644 | 56,206 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $3,742,502 | 62,720 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||