Position in SF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$447,155
+$71,642 QoQ
Shares Held
6,409
+26.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#339
of 592 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $39,100,689 across 16 Capital Markets names. SF ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,246 | $12,385,237 | |
| 2 | MS |
Morgan Stanley
|
41,371 | $8,648,193 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
151,276 | $4,645,685 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,470 | $3,155,811 | |
| 5 | SCHW |
Schwab Charles Corp
|
29,058 | $2,681,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
22,395 | $1,949,260 | |
| 7 | HUT |
Hut 8 Corp.
|
13,092 | $1,511,405 | |
| 8 | SNEX |
StoneX Group Inc.
|
12,117 | $957,243 |
All Filings in SF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,155 | 6,409 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $375,513 | 5,080 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $402,331 | 3,213 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $284,015 | 2,503 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $254,883 | 2,456 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $293,902 | 3,118 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $287,688 | 2,712 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $255,689 | 2,723 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||