Position in SF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,505,033
+$4,119,509 QoQ
Shares Held
88,001
+208.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 31.089419438415472.ToString("F0")%
Shared 0.ToString("F0")%
None 68.91058056158452.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $16,807,274 across 10 Capital Markets names. SF ranks #1 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
88,001 | $6,505,033 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,903 | $4,993,878 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
28,470 | $1,972,971 | |
| 4 | MS |
Morgan Stanley
|
8,457 | $1,391,768 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,661 | $626,000 | |
| 6 | NAKA |
Nakamoto Inc.
|
56,655 | $500,830 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
17,038 | $337,011 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
5,265 | $217,286 |
All Filings in SF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,505,033 | 88,001 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,385,524 | 28,576 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $187,832 | 2,656 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $182,792 | 2,920 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||