Position in SF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$795,517
-$47,540 QoQ
Shares Held
11,402
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 592 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. SF ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
554,130 | $51,129,575 | |
| 2 | MS |
Morgan Stanley
|
206,921 | $43,254,765 | |
| 3 | GS |
Goldman Sachs Group Inc
|
15,056 | $15,227,186 | |
| 4 | XP |
XP Inc.
|
389,125 | $6,327,172 | |
| 5 | EVR |
Evercore Inc.
|
8,637 | $2,949,017 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
27,303 | $2,737,944 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,972 | $2,678,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
176,939 | $1,553,524 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,517 | 11,402 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $843,057 | 11,405 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $978,093 | 7,811 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $870,428 | 7,671 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $768,906 | 7,409 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $688,192 | 7,301 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $775,869 | 7,314 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $663,685 | 7,068 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $527,199 | 6,265 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $555,397 | 7,105 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $495,044 | 7,159 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $448,326 | 7,297 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $464,888 | 7,791 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $470,000 | 7,954 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $463,047 | 7,933 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $457,534 | 8,814 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $548,100 | 9,784 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $681,309 | 10,034 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $708,707 | 10,064 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $547,350 | 8,054 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $539,894 | 8,324 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $543,805 | 8,489 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $431,937 | 8,560 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $300,831 | 5,950 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $283,157 | 5,970 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $267,907 | 6,490 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||