Position in SF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$419,875
+$55,746 QoQ
Shares Held
6,018
+22.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#30
of 88 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. SF ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
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|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,875 | 6,018 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $364,129 | 4,926 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $243,093 | 2,912 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $197,891 | 2,616 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $177,256 | 2,562 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $167,657 | 2,668 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $184,932 | 2,615 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $160,569 | 2,565 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $159,324 | 2,840 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $149,721 | 2,873 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $95,334 | 2,068 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $81,674 | 1,994 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,655 | 293 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,518 | 267 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $83,040 | 2,134 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $75,304 | 2,176 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $80,183 | 2,147 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $97,187 | 2,147 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $13,098 | 279 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $12,640 | 279 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $12,885 | 298 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $14,776 | 346 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $20,957 | 623 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $9,347 | 416 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $7,862 | 373 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,145 | 444 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||