Retirement Wealth Solutions LLC
PensionPosition in SF — Stifel Financial Corp
CIK 2044741
MARSHFIELD, WI
Position in SF
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,558
-$1,129 QoQ
Shares Held
94
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#517
of 591 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $69,744 across 10 Capital Markets names. SF ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19 | $19,216 | |
| 2 | MS |
Morgan Stanley
|
90 | $18,813 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
69 | $6,919 | |
| 4 | SF |
Stifel Financial Corp
This page
|
94 | $6,558 | |
| 5 | SCHW |
Schwab Charles Corp
|
68 | $6,274 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
76 | $4,527 | |
| 7 | BGC |
BGC Group, Inc.
|
396 | $4,233 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
13 | $1,743 |
All Filings in SF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,558 | 94 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,687 | 104 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,389 | 67 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,737 | 77 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,811 | 56 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $5,278 | 56 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $5,834 | 55 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||