Position in SF
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$582,509
-$4,267 QoQ
Shares Held
8,349
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#316
of 595 holders
Holding Since
Mar 2024
10 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, 2026Rehmann Capital Advisory Group holds $7,353,752 across 7 Capital Markets names. SF ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,600 | $3,640,932 | |
| 2 | MS |
Morgan Stanley
|
7,648 | $1,598,737 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,481 | $598,001 | |
| 4 | SF |
Stifel Financial Corp
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|
8,349 | $582,509 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,922 | $391,927 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,658 | $318,392 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,826 | $223,254 |
All Filings in SF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,509 | 8,349 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $586,776 | 7,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $651,394 | 5,202 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $573,477 | 5,054 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $460,472 | 4,437 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $366,954 | 3,893 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $378,175 | 3,565 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $303,672 | 3,234 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $259,434 | 3,083 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $245,531 | 3,141 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||