Position in SF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,769,337
-$344,300 QoQ
Shares Held
68,358
-1.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#150
of 592 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $24,656,489 across 9 Capital Markets names. SF ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
29,802 | $10,175,594 | |
| 2 | SF |
Stifel Financial Corp
This page
|
68,358 | $4,769,337 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,678 | $3,719,818 | |
| 4 | MC |
Moelis & Co
|
43,848 | $2,868,536 | |
| 5 | MS |
Morgan Stanley
|
12,036 | $2,516,005 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,720 | $211,373 | |
| 8 | BGC |
BGC Group, Inc.
|
13,128 | $140,338 |
All Filings in SF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,769,337 | 68,358 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,113,637 | 69,178 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,333,864 | 34,610 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,830,068 | 33,754 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||