Chicago Partners Investment Group LLC
Position in SF — Stifel Financial Corp
CIK 1563525
CHICAGO, IL
Position in SF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$895,023
+$302,357 QoQ
Shares Held
12,108
+155.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $18,002,188 across 17 Capital Markets names. SF ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
106,904 | $3,664,669 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,981 | $3,367,886 | |
| 3 | SCHW |
Schwab Charles Corp
|
34,259 | $3,219,660 | |
| 4 | MS |
Morgan Stanley
|
11,914 | $1,960,686 | |
| 5 | EVR |
Evercore Inc.
|
4,170 | $1,244,786 | |
| 6 | SF |
Stifel Financial Corp
This page
|
12,108 | $895,023 | |
| 7 | TW |
Tradeweb Markets Inc.
|
6,618 | $778,673 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
3,905 | $644,246 |
All Filings in SF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $895,023 | 12,108 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $592,666 | 4,733 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $222,174 | 1,958 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||