Pathstone Holdings, LLC

Position in SF — Stifel Financial Corp

CIK 2011612 ENGLEWOOD, NJ

Position in SF

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$4,384,341

+$861,820 QoQ

Shares Held

59,312

+40.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 70.39216347450768.ToString("F0")% Shared 1.891691394658754.ToString("F0")% None 27.71614513083356.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathstone Holdings, LLC holds $137,613,548 across 23 Capital Markets names. SF ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	45,849	$38,787,794
2	MS	Morgan Stanley	176,081	$28,977,649
3	SCHW	Schwab Charles Corp	203,775	$19,150,772
4	LPLA	LPL Financial Holdings Inc.	33,984	$10,223,405
5	CRCL	Circle Internet Group, Inc.	90,217	$8,607,603
6	HOOD	Robinhood Markets, Inc.	70,884	$4,912,260
7	SF	Stifel Financial Corp This page	59,312	$4,384,341
8	IBKR	Interactive Brokers Group, Inc.	55,423	$3,717,219

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,384,341	59,312	+40.6%	Shares	Defined	2026-05-11
2025-12-31	$3,522,521	42,196	-3.8%	Shares	Defined	2026-02-13
2025-09-30	$3,318,770	43,872	-1.7%	Shares	Other	2025-11-13
2025-06-30	$3,088,078	44,634	-4.6%	Shares	Sole	2025-08-12
2025-03-31	$2,939,025	46,770	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$3,290,035	46,522	-2.9%	Shares	Other	2025-02-14
2024-09-30	$2,998,101	47,893	+0.8%	Shares	Defined	2024-11-07
2024-06-30	$2,665,591	47,515	+0.5%	Shares	Defined	2024-08-14
2024-03-31	$2,463,447	47,271	+185.7%	Shares	Sole	2024-05-13
2023-12-31	$762,862	16,548	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.