Position in SF
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$19,223,781
+$3,445,061 QoQ
Shares Held
260,062
+37.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 92.05212801055758.ToString("F0")%
Shared 0.ToString("F0")%
None 7.947871989442429.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GLENMEDE TRUST CO NA holds $176,706,647 across 16 Capital Markets names. SF ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
864,248 | $81,222,026 | |
| 2 | MS |
Morgan Stanley
|
150,782 | $24,814,192 | |
| 3 | GS |
Goldman Sachs Group Inc
|
25,610 | $21,665,802 | |
| 4 | SF |
Stifel Financial Corp
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|
260,062 | $19,223,781 | |
| 5 | MRX |
Marex Group Ltd
|
304,067 | $13,555,305 | |
| 6 | EVR |
Evercore Inc.
|
32,471 | $9,692,917 | |
| 7 | PIPR |
Piper Sandler Companies
|
19,631 | $1,502,753 | |
| 8 | HUT |
Hut 8 Corp.
|
21,161 | $992,662 |
All Filings in SF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,223,781 | 260,062 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $15,778,720 | 189,012 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $13,854,648 | 220,475 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,087,738 | 227,485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,347,105 | 229,187 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,051,720 | 232,651 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,053,909 | 231,302 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,947,550 | 215,782 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,087,097 | 221,853 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,644,103 | 242,436 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,533,334 | 242,004 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,634,976 | 221,903 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,620,423 | 249,097 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $10,722,049 | 287,095 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,348,864 | 316,985 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,026,699 | 320,080 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $14,712,443 | 324,730 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,206,328 | 328,546 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,710,725 | 367,875 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $15,369,240 | 456,874 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,188,993 | 186,417 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $447,338 | 21,221 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,862 | 156 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||