Position in SF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,175,595
+$5,044,490 QoQ
Shares Held
151,185
+105.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.6085259781062936.ToString("F0")%
Shared 0.ToString("F0")%
None 99.39147402189371.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Creative Planning holds $387,671,260 across 40 Capital Markets names. SF ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
138,077 | $116,811,760 | |
| 2 | MS |
Morgan Stanley
|
480,544 | $79,083,126 | |
| 3 | SCHW |
Schwab Charles Corp
|
739,717 | $69,518,603 | |
| 4 | SF |
Stifel Financial Corp
This page
|
151,185 | $11,175,595 | |
| 5 | PIPR |
Piper Sandler Companies
|
128,394 | $9,828,560 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
139,448 | $9,663,746 | |
| 7 | MRX |
Marex Group Ltd
|
208,711 | $9,304,336 | |
| 8 | TW |
Tradeweb Markets Inc.
|
74,797 | $8,800,615 |
All Filings in SF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,175,595 | 151,185 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,131,105 | 73,444 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,232,382 | 42,730 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,945,252 | 28,116 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,295,949 | 20,623 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,096,301 | 15,502 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $917,215 | 14,652 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $835,383 | 14,891 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $706,447 | 13,556 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $357,689 | 7,759 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $240,557 | 5,873 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $221,613 | 5,571 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $200,945 | 5,101 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $152,267 | 3,913 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||