Position in SF
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$483,510
+$119,538 QoQ
Shares Held
6,541
+50.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Stratos Wealth Partners, LTD. holds $61,783,395 across 12 Capital Markets names. SF ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAKA |
Nakamoto Inc.
|
4,473,285 | $39,543,839 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,722 | $8,224,714 | |
| 3 | SCHW |
Schwab Charles Corp
|
59,354 | $5,578,088 | |
| 4 | MS |
Morgan Stanley
|
27,006 | $4,444,377 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
19,668 | $1,362,992 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,085 | $627,230 | |
| 7 | HUT |
Hut 8 Corp.
|
11,949 | $560,527 | |
| 8 | SF |
Stifel Financial Corp
This page
|
6,541 | $483,510 |
All Filings in SF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $483,510 | 6,541 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $363,972 | 4,360 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $335,568 | 4,436 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $296,810 | 4,290 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $271,971 | 4,328 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $297,094 | 4,201 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $260,791 | 4,166 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $230,571 | 4,110 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $213,299 | 4,093 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $187,903 | 4,076 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $166,051 | 4,054 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $160,591 | 4,037 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $158,912 | 4,034 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $155,380 | 3,993 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $137,976 | 3,987 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $157,416 | 4,215 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $192,971 | 4,263 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $199,429 | 4,248 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $180,365 | 3,981 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $171,792 | 3,973 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $169,289 | 3,964 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $133,012 | 3,954 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||