Position in SF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,109,238
-$997,939 QoQ
Shares Held
202,225
-1.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#11
of 229 holders
Holding Since
Mar 2025
6 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, 2026Moran Wealth Management, LLC holds $42,796,290 across 8 Capital Markets names. SF ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
202,225 | $14,109,238 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
157,379 | $13,698,267 | |
| 3 | TW |
Tradeweb Markets Inc.
|
103,061 | $10,271,058 | |
| 4 | MC |
Moelis & Co
|
30,409 | $1,989,355 | |
| 5 | LAZ |
Lazard, Inc.
|
42,602 | $1,786,727 | |
| 6 | MS |
Morgan Stanley
|
2,414 | $504,622 | |
| 7 | GS |
Goldman Sachs Group Inc
|
320 | $323,638 | |
| 8 | DSEEY |
Daiwa Securities Group Inc.
|
11,407 | $113,385 |
All Filings in SF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,109,238 | 202,225 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,107,177 | 204,372 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | — | 136,894 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | — | 133,462 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | — | 109,344 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | — | 108,209 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||