Position in SF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,932,454
-$867,946 QoQ
Shares Held
214,024
+0.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#86
of 592 holders
Holding Since
Dec 2023
10 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, 2026Access Investment Management LLC holds $14,995,793 across 2 Capital Markets names. SF ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
214,024 | $14,932,454 | |
| 2 | MS |
Morgan Stanley
|
303 | $63,339 |
All Filings in SF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,932,454 | 214,024 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,800,400 | 213,750 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $17,842,848 | 142,492 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $16,168,574 | 142,492 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,785,751 | 142,472 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $15,106,534 | 142,407 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,364,505 | 142,327 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,974,713 | 142,302 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $11,123,740 | 142,302 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,840,183 | 142,302 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||