Position in SF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$395,915
+$98,977 QoQ
Shares Held
5,356
+50.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Larson Financial Group LLC holds $9,400,913 across 41 Capital Markets names. SF ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,823 | $2,274,851 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,645 | $2,237,643 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,261 | $1,622,188 | |
| 4 | MKTX |
Marketaxess Holdings Inc
|
3,410 | $562,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,778 | $534,875 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
20,116 | $397,894 | |
| 7 | SF |
Stifel Financial Corp
This page
|
5,356 | $395,915 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,341 | $370,131 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $395,915 | 5,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,938 | 3,557 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $339,578 | 4,489 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $309,679 | 4,476 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $278,318 | 4,429 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $312,087 | 4,413 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $339,479 | 5,423 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,900 | 123 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,357 | 122 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,624 | 122 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $48,947 | 1,195 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $47,537 | 1,195 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $42,426 | 1,077 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $41,637 | 1,070 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $36,856 | 1,065 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $39,176 | 1,049 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $47,258 | 1,044 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $48,777 | 1,039 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $46,983 | 1,037 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $44,710 | 1,034 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $44,073 | 1,032 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $34,649 | 1,030 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $15,392 | 685 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $14,397 | 683 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $12,494 | 681 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||