Grant Private Wealth Management Inc
Position in SF — Stifel Financial Corp
CIK 2056418
PLEASANTON, CA
Position in SF
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$214,542
-$12,762 QoQ
Shares Held
3,075
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#431
of 592 holders
Holding Since
Dec 2024
6 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, 2026Grant Private Wealth Management Inc holds $1,890,009 across 3 Capital Markets names. SF ranks #3 (11.4% of the industry book) .
All Filings in SF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,542 | 3,075 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $227,304 | 3,075 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $256,701 | 2,050 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $232,613 | 2,050 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $249,789 | 2,650 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $281,112 | 2,650 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||