Position in SF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,838,230
+$189,519 QoQ
Shares Held
26,347
+18.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#234
of 590 holders
Holding Since
Jun 2023
5 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, 2026Gradient Investments LLC holds $164,378,799 across 7 Capital Markets names. SF ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
70,680 | $71,483,631 | |
| 2 | MS |
Morgan Stanley
|
318,659 | $66,612,477 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
308,894 | $15,438,522 | |
| 4 | NMR |
Nomura Holdings Inc
|
638,711 | $5,607,882 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
11,655 | $3,282,980 | |
| 6 | SF |
Stifel Financial Corp
This page
|
26,347 | $1,838,230 | |
| 7 | BGC |
BGC Group, Inc.
|
10,765 | $115,077 |
All Filings in SF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,230 | 26,347 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,648,711 | 22,304 | Shares | Sole | 2026-04-13 | |
| 2023-12-31 | $1,452 | 21 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,290 | 21 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,253 | 21 | Shares | Sole | 2023-07-11 | |
| No filing history on record for this holder in this stock. | ||||||