Position in SF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$310,894
-$14,871 QoQ
Shares Held
4,456
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#387
of 592 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $9,861,016 across 28 Capital Markets names. SF ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,408 | $3,446,748 | |
| 2 | MS |
Morgan Stanley
|
14,316 | $2,992,616 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,516 | $1,431,660 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
3,926 | $526,594 | |
| 5 | SF |
Stifel Financial Corp
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|
4,456 | $310,894 | |
| 6 | EVR |
Evercore Inc.
|
556 | $189,839 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
3,069 | $153,387 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,298 | $130,163 |
All Filings in SF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,894 | 4,456 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $325,765 | 4,407 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $359,255 | 2,869 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $328,495 | 2,895 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $298,470 | 2,876 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $326,704 | 3,466 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $368,203 | 3,471 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $377,195 | 4,017 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $740,351 | 8,798 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $186,591 | 2,387 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $7,592 | 2,125 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $118,763 | 1,933 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $44,334 | 743 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $183,532 | 3,106 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $9,965 | 2,122 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $58,605 | 1,129 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $22,968 | 410 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||