Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$283,126
-$591,569 QoQ
Shares Held
4,058
-65.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 592 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $87,210,396 across 8 Capital Markets names. SF ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
169,559 | $35,444,611 | |
| 2 | GS |
Goldman Sachs Group Inc
|
26,043 | $26,339,106 | |
| 3 | SCHW |
Schwab Charles Corp
|
180,572 | $16,661,377 | |
| 4 | TW |
Tradeweb Markets Inc.
|
72,559 | $7,231,229 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,484 | $650,215 | |
| 6 | MC |
Moelis & Co
|
5,422 | $354,706 | |
| 7 | SF |
Stifel Financial Corp
This page
|
4,058 | $283,126 | |
| 8 | IREN |
IREN Ltd
|
5,380 | $246,026 |
All Filings in SF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,126 | 4,058 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $874,695 | 11,833 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $983,102 | 7,851 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||