Position in SF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$599,882
-$24,520 QoQ
Shares Held
8,598
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#310
of 592 holders
Holding Since
Sep 2023
10 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, 2026First National Advisers, LLC holds $9,989,878 across 5 Capital Markets names. SF ranks #3 (6.0% of the industry book) .
All Filings in SF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,882 | 8,598 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $624,402 | 8,447 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $721,642 | 5,763 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $762,632 | 6,721 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $863,242 | 8,318 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $738,055 | 7,830 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $688,944 | 7,337 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $599,568 | 7,125 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $507,401 | 6,491 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $209,326 | 3,407 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||