Position in SF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,031,180
+$11,291,221 QoQ
Shares Held
311,569
+121.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 14.550228039374904.ToString("F0")%
Shared 0.ToString("F0")%
None 85.4497719606251.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $460,718,074 across 22 Capital Markets names. SF ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
263,789 | $223,162,855 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
610,019 | $42,274,316 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
173,891 | $28,688,537 | |
| 4 | EVR |
Evercore Inc.
|
94,874 | $28,320,837 | |
| 5 | MS |
Morgan Stanley
|
144,805 | $23,830,558 | |
| 6 | SF |
Stifel Financial Corp
This page
|
311,569 | $23,031,180 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
233,348 | $22,263,732 | |
| 8 | SCHW |
Schwab Charles Corp
|
225,132 | $21,157,904 |
All Filings in SF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,031,180 | 311,569 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,739,959 | 140,632 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,538,223 | 46,773 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,894,124 | 27,377 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,870,037 | 77,499 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||