Position in SF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$377,037
-$318,919 QoQ
Shares Held
5,404
-42.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#358
of 591 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $60,542,988 across 20 Capital Markets names. SF ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
112,084 | $23,430,039 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,781 | $20,005,909 | |
| 3 | SCHW |
Schwab Charles Corp
|
53,661 | $4,951,300 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,840 | $2,591,235 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
7,775 | $2,190,062 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
13,075 | $1,138,048 | |
| 7 | EVR |
Evercore Inc.
|
3,171 | $1,082,706 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
20,962 | $1,047,680 |
All Filings in SF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,037 | 5,404 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $695,956 | 9,415 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $610,197 | 4,873 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $330,084 | 2,909 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $253,534 | 2,443 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $351,401 | 3,728 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $245,469 | 2,314 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||