Position in SF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$845,891
-$247,977 QoQ
Shares Held
12,124
-18.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#285
of 592 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pallas Capital Advisors LLC holds $11,211,897 across 12 Capital Markets names. SF ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
6,951 | $2,373,349 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,309 | $2,335,253 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
14,042 | $1,408,131 | |
| 4 | SCHW |
Schwab Charles Corp
|
11,125 | $1,026,503 | |
| 5 | MS |
Morgan Stanley
|
4,130 | $863,335 | |
| 6 | SF |
Stifel Financial Corp
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|
12,124 | $845,891 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
12,632 | $752,488 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
13,020 | $650,739 |
All Filings in SF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,891 | 12,124 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,093,868 | 14,798 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,171,558 | 9,356 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $803,367 | 7,080 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $727,186 | 7,007 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $622,681 | 6,606 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||