Position in SF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,091,974
-$2,131,807 QoQ
Shares Held
244,976
-5.8% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#80
of 592 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GLENMEDE TRUST CO NA holds $201,194,371 across 17 Capital Markets names. SF ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
949,485 | $87,608,980 | |
| 2 | MS |
Morgan Stanley
|
149,917 | $31,338,648 | |
| 3 | GS |
Goldman Sachs Group Inc
|
25,958 | $26,253,141 | |
| 4 | MRX |
Marex Group Ltd
|
295,517 | $18,011,760 | |
| 5 | SF |
Stifel Financial Corp
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|
244,976 | $17,091,974 | |
| 6 | EVR |
Evercore Inc.
|
32,284 | $11,023,048 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
64,324 | $1,761,191 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
15,107 | $1,514,929 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,091,974 | 244,976 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,223,781 | 260,062 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $23,668,081 | 189,012 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $20,781,972 | 220,475 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,131,607 | 227,485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,520,657 | 229,187 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,577,580 | 232,651 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,080,865 | 231,302 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,921,325 | 215,782 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,630,647 | 221,853 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,466,155 | 242,436 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,300,003 | 242,004 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,952,465 | 221,903 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,930,636 | 249,097 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $16,083,075 | 287,095 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,523,296 | 316,985 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,540,048 | 320,080 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $22,068,666 | 324,730 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,309,492 | 328,546 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $23,566,090 | 367,875 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $23,053,860 | 456,874 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,425,238 | 186,417 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,006,511 | 21,221 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,439 | 156 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||