Position in SF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,586,471
+$1,198,707 QoQ
Shares Held
21,462
+362.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Integrated Wealth Concepts LLC holds $35,533,723 across 26 Capital Markets names. SF ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,378 | $12,163,644 | |
| 2 | MS |
Morgan Stanley
|
33,688 | $5,544,034 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
43,503 | $3,014,757 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,619 | $2,595,633 | |
| 5 | SF |
Stifel Financial Corp
This page
|
21,462 | $1,586,471 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
7,796 | $1,286,184 | |
| 7 | TW |
Tradeweb Markets Inc.
|
10,414 | $1,225,311 | |
| 8 | EVR |
Evercore Inc.
|
3,185 | $950,754 |
All Filings in SF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,586,471 | 21,462 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $387,764 | 4,645 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $195,773 | 2,588 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $194,345 | 2,809 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $181,230 | 2,884 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $199,642 | 2,823 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $183,418 | 2,930 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $176,097 | 3,139 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $163,166 | 3,131 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||