Position in SF
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,995
+$493 QoQ
Shares Held
27
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 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 Mar 31, 2026Avion Wealth holds $149,872 across 21 Capital Markets names. SF ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
59 | $49,913 | |
| 2 | MS |
Morgan Stanley
|
235 | $38,673 | |
| 3 | SCHW |
Schwab Charles Corp
|
306 | $28,757 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
180 | $12,474 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
77 | $5,164 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
25 | $2,385 | |
| 7 | SF |
Stifel Financial Corp
This page
|
27 | $1,995 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
6 | $1,804 |
All Filings in SF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,995 | 27 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,502 | 18 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $756 | 10 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $691 | 10 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $327 | 8 | Shares | Sole | 2023-10-20 | |
| 2023-03-31 | $354 | 9 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||