Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$571,974
-$34,317 QoQ
Shares Held
8,198
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#316
of 591 holders
Holding Since
Mar 2025
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, 2026Fiduciary Trust Co holds $103,494,773 across 10 Capital Markets names. SF ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
344,567 | $72,028,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
26,787 | $27,091,567 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
3,040 | $856,306 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,904 | $775,003 | |
| 5 | SF |
Stifel Financial Corp
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|
8,198 | $571,974 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,786 | $533,873 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,156 | $513,846 | |
| 8 | PJT |
PJT Partners Inc.
|
2,865 | $432,443 |
All Filings in SF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,974 | 8,198 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $606,291 | 8,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $685,203 | 5,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $637,133 | 5,615 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $680,900 | 6,561 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $626,923 | 6,651 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||