Position in SF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$635,785
+$288,259 QoQ
Shares Held
8,601
+106.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Waverly Advisors, LLC holds $57,892,681 across 16 Capital Markets names. SF ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
22,810 | $19,297,031 | |
| 2 | MS |
Morgan Stanley
|
112,548 | $18,522,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
127,577 | $11,989,686 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,254 | $2,304,502 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
29,812 | $1,012,117 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,740 | $824,274 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
7,109 | $678,269 | |
| 8 | SF |
Stifel Financial Corp
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|
8,601 | $635,785 |
All Filings in SF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $635,785 | 8,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $347,526 | 4,163 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $181,551 | 2,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $140,379 | 2,029 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||