Position in SF
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$1,857,600
+$19,370 QoQ
Shares Held
26,522
+0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 17 holders
Holding Since
Jun 2023
6 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 Sep 30, 2026Gradient Investments LLC holds $139,571,228 across 6 Capital Markets names. SF ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
63,712 | $57,363,736 | |
| 2 | MS |
Morgan Stanley
|
293,236 | $55,151,826 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
351,573 | $16,077,433 | |
| 4 | NMR |
Nomura Holdings Inc
|
625,248 | $6,114,925 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
9,829 | $3,005,708 | |
| 6 | SF |
Stifel Financial Corp
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|
26,522 | $1,857,600 |
All Filings in SF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $1,857,600 | 26,522 | Shares | Sole | 2026-10-08 | |
| 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. | ||||||