Position in SF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$253,195
-$17,278 QoQ
Shares Held
3,629
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#418
of 595 holders
Holding Since
Dec 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, 2026Icon Wealth Advisors, LLC holds $4,347,764 across 7 Capital Markets names. SF ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,584 | $1,585,359 | |
| 2 | SCHW |
Schwab Charles Corp
|
11,325 | $1,044,957 | |
| 3 | GS |
Goldman Sachs Group Inc
|
739 | $747,402 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,649 | $265,641 | |
| 5 | SF |
Stifel Financial Corp
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|
3,629 | $253,195 | |
| 6 | HUT |
Hut 8 Corp.
|
2,000 | $230,890 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
16,553 | $220,320 |
All Filings in SF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,195 | 3,629 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $270,473 | 3,659 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $305,411 | 2,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $277,207 | 2,443 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $253,430 | 2,442 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $230,182 | 2,442 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $261,168 | 2,462 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $221,791 | 2,362 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $187,607 | 2,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $153,098 | 2,214 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||