Position in SF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,361,440
+$2,569,626 QoQ
Shares Held
140,171
+50.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CWM, LLC holds $141,422,570 across 45 Capital Markets names. SF ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
213,933 | $35,206,953 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,162 | $33,130,660 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
73,978 | $12,204,890 | |
| 4 | EVR |
Evercore Inc.
|
39,349 | $11,746,069 | |
| 5 | SCHW |
Schwab Charles Corp
|
119,975 | $11,275,250 | |
| 6 | SF |
Stifel Financial Corp
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|
140,171 | $10,361,440 | |
| 7 | TW |
Tradeweb Markets Inc.
|
68,901 | $8,106,891 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
118,246 | $4,880,012 |
All Filings in SF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,361,440 | 140,171 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,791,814 | 62,225 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,364,840 | 29,654 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,353,084 | 13,038 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,660,865 | 28,229 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $433,655 | 4,088 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $369,966 | 3,940 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $319,349 | 3,795 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $290,088 | 3,711 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $257,307 | 3,721 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $226,775 | 3,691 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $219,525 | 3,679 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $217,096 | 3,674 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $215,443 | 3,691 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $19,466 | 375 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $14,229 | 254 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $180,817 | 2,663 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,999 | 71 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||