Position in SF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$259,125
-$230,595 QoQ
Shares Held
3,714
-43.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#410
of 591 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,368,948 across 7 Capital Markets names. SF ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,054 | $3,088,723 | |
| 2 | MS |
Morgan Stanley
|
6,819 | $1,425,443 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,322 | $860,140 | |
| 4 | MC |
Moelis & Co
|
5,513 | $360,659 | |
| 5 | SF |
Stifel Financial Corp
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|
3,714 | $259,125 | |
| 6 | EVR |
Evercore Inc.
|
648 | $221,252 | |
| 7 | NMR |
Nomura Holdings Inc
|
17,495 | $153,606 |
All Filings in SF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,125 | 3,714 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $489,720 | 6,625 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $604,562 | 4,828 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $576,995 | 5,085 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $528,551 | 5,093 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $713,171 | 7,566 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,129,115 | 10,644 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $220,477 | 2,348 | Shares | Sole | 2024-10-17 | |
| 2023-12-31 | $200,949 | 2,906 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||