Position in SF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$263,660
-$15,683 QoQ
Shares Held
3,779
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 591 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Midwest Trust Co holds $74,132,913 across 6 Capital Markets names. SF ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
177,944 | $37,197,413 | |
| 2 | SCHW |
Schwab Charles Corp
|
259,689 | $23,961,504 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
63,522 | $6,369,986 | |
| 4 | GS |
Goldman Sachs Group Inc
|
3,452 | $3,491,249 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
45,491 | $2,849,101 | |
| 6 | SF |
Stifel Financial Corp
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|
3,779 | $263,660 |
All Filings in SF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,660 | 3,779 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $279,343 | 3,779 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $315,554 | 2,520 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $300,128 | 2,645 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $274,498 | 2,645 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||