Position in SF
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$436,864
+$23,640 QoQ
Shares Held
5,910
+19.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,792,966 across 9 Capital Markets names. SF ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,150 | $2,664,863 | |
| 2 | MS |
Morgan Stanley
|
8,354 | $1,374,814 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,234 | $1,149,748 | |
| 4 | EVR |
Evercore Inc.
|
2,189 | $653,436 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
7,656 | $513,484 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
2,815 | $464,415 | |
| 7 | SF |
Stifel Financial Corp
This page
|
5,910 | $436,864 | |
| 8 | CLSK |
Cleanspark, Inc.
|
35,742 | $304,163 |
All Filings in SF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,864 | 5,910 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $413,224 | 3,300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $334,847 | 2,951 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $299,922 | 2,890 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $274,012 | 2,907 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $295,961 | 2,790 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $261,322 | 2,783 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $233,935 | 2,780 | Shares | Sole | 2024-08-14 | |
| 2022-03-31 | $276,489 | 4,072 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $205,978 | 2,925 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||