Position in SF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,868,301
+$1,620,606 QoQ
Shares Held
26,778
+398.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#233
of 592 holders
Holding Since
Dec 2023
2 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, 2026Vest Financial, LLC holds $62,898,230 across 6 Capital Markets names. SF ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
407,329 | $37,584,246 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
104,107 | $9,061,473 | |
| 3 | GS |
Goldman Sachs Group Inc
|
6,801 | $6,878,327 | |
| 4 | MS |
Morgan Stanley
|
27,389 | $5,725,396 | |
| 5 | SF |
Stifel Financial Corp
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|
26,778 | $1,868,301 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
35,624 | $1,780,487 |
All Filings in SF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,868,301 | 26,778 | Shares | Defined | 2026-07-24 | |
| 2023-12-31 | $247,695 | 3,582 | Shares | Defined | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||