Position in SF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$211,403
-$107,155 QoQ
Shares Held
3,030
-32.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#435
of 591 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Diversify Advisory Services, LLC holds $27,546,888 across 17 Capital Markets names. SF ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
|
14,462 | $946,104 |
All Filings in SF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,403 | 3,030 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $318,558 | 3,003 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $304,799 | 3,246 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $265,324 | 3,153 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $239,590 | 3,065 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||