Position in SF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,398,469
-$215,426 QoQ
Shares Held
20,044
-8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#248
of 592 holders
Holding Since
Mar 2024
10 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. SF ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
This page
|
20,044 | $1,398,469 |
All Filings in SF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,469 | 20,044 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,613,895 | 21,833 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,824,956 | 14,574 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,821,080 | 16,049 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,805,046 | 17,393 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,822,045 | 19,330 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,961,207 | 18,488 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,787,574 | 19,037 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,782,717 | 21,185 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,639,771 | 20,977 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||