Position in SF
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,379,183
-$2,125,850 QoQ
Shares Held
62,766
-28.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#159
of 595 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $22,075,416 across 12 Capital Markets names. SF ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,533 | $5,595,910 | |
| 2 | SCHW |
Schwab Charles Corp
|
57,815 | $5,334,589 | |
| 3 | SF |
Stifel Financial Corp
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|
62,766 | $4,379,183 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,413 | $2,448,135 | |
| 5 | MS |
Morgan Stanley
|
9,400 | $1,964,976 | |
| 6 | MC |
Moelis & Co
|
10,973 | $717,853 | |
| 7 | HUT |
Hut 8 Corp.
|
3,913 | $451,736 | |
| 8 | SNEX |
StoneX Group Inc.
|
3,776 | $298,264 |
All Filings in SF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,379,183 | 62,766 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,505,033 | 88,001 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,578,286 | 28,576 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $281,748 | 2,656 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $274,188 | 2,920 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||