Global Retirement Partners, LLC
PensionPosition in SF — Stifel Financial Corp
CIK 1749744
San Rafael, CA
Position in SF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$164,726
-$23,980 QoQ
Shares Held
2,361
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 592 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. SF ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in SF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,726 | 2,361 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $188,706 | 1,507 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52,877 | 466 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $48,257 | 465 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $51,660 | 487 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $63,382 | 675 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $88,778 | 1,055 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $29,235 | 374 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $25,723 | 372 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $21,442 | 349 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,497 | 310 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $17,845 | 302 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $17,510 | 300 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,521 | 299 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,637 | 297 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $20,098 | 296 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||