Position in SF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$362,315
New position
Shares Held
5,193
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 591 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Prospera Financial Services Inc holds $30,907,541 across 13 Capital Markets names. SF ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,773 | $14,940,969 | |
| 2 | SCHW |
Schwab Charles Corp
|
51,294 | $4,732,897 | |
| 3 | MS |
Morgan Stanley
|
18,136 | $3,791,149 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,249 | $2,531,969 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
34,662 | $1,064,470 | |
| 6 | IREN |
IREN Ltd
|
18,343 | $838,825 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,939 | $827,857 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
8,589 | $537,929 |
All Filings in SF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,315 | 5,193 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||