Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$381,432
-$14,483 QoQ
Shares Held
5,467
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#357
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $13,279,679 across 41 Capital Markets names. SF ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,299 | $6,370,619 | |
| 2 | MS |
Morgan Stanley
|
10,454 | $2,185,304 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,473 | $1,612,233 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,128 | $599,415 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,061 | $507,517 | |
| 6 | SF |
Stifel Financial Corp
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|
5,467 | $381,432 | |
| 7 | MRX |
Marex Group Ltd
|
5,409 | $329,678 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,211 | $192,445 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,432 | 5,467 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $395,915 | 5,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $445,407 | 3,557 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $509,367 | 4,489 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $464,519 | 4,476 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $417,477 | 4,429 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $468,131 | 4,413 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $509,219 | 5,423 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,350 | 123 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,536 | 122 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,436 | 122 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $73,420 | 1,195 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $71,305 | 1,195 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $63,639 | 1,077 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $62,455 | 1,070 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $55,284 | 1,065 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $58,765 | 1,049 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $70,887 | 1,044 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $73,166 | 1,039 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $70,474 | 1,037 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $67,065 | 1,034 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $66,109 | 1,032 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $51,973 | 1,030 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $34,633 | 685 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $32,394 | 683 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $28,111 | 681 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||