Position in SF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,210,579
-$441,606 QoQ
Shares Held
17,351
-22.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#258
of 592 holders
Holding Since
Mar 2023
14 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, 2026Quantum Private Wealth, LLC holds $1,950,740 across 2 Capital Markets names. SF ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
17,351 | $1,210,579 | |
| 2 | MC |
Moelis & Co
|
11,314 | $740,161 |
All Filings in SF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,579 | 17,351 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,652,185 | 22,351 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,865,903 | 14,901 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,690,817 | 14,901 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,546,426 | 14,901 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,404,568 | 14,901 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,580,698 | 14,901 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,399,203 | 14,901 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,253,919 | 14,901 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,674,634 | 21,423 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,481,400 | 21,423 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,316,229 | 21,423 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $210,157 | 3,522 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $208,114 | 3,522 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||