Position in SF
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$71,374
-$4,246 QoQ
Shares Held
1,023
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#461
of 590 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $763,647 across 18 Capital Markets names. SF ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,303 | $272,379 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172 | $173,955 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,784 | $164,609 | |
| 4 | SF |
Stifel Financial Corp
This page
|
1,023 | $71,374 | |
| 5 | NMR |
Nomura Holdings Inc
|
4,870 | $42,758 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
180 | $15,667 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
103 | $5,147 | |
| 8 | TW |
Tradeweb Markets Inc.
|
41 | $4,086 |
All Filings in SF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,374 | 1,023 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $75,620 | 1,023 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $86,777 | 693 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $82,833 | 730 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $76,693 | 739 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $71,731 | 761 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $79,560 | 750 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $71,833 | 765 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $61,934 | 736 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $58,627 | 750 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $52,554 | 760 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||