Position in SF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$671,882
+$3,131 QoQ
Shares Held
9,630
+6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
of 591 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026M&T Bank Corp holds $233,961,194 across 26 Capital Markets names. SF ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
786,515 | $164,413,087 | |
| 2 | GS |
Goldman Sachs Group Inc
|
29,511 | $29,846,537 | |
| 3 | SCHW |
Schwab Charles Corp
|
191,686 | $17,686,862 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
52,432 | $5,257,877 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
29,882 | $2,600,925 | |
| 6 | BGC |
BGC Group, Inc.
|
185,795 | $1,986,147 | |
| 7 | LAZ |
Lazard, Inc.
|
41,592 | $1,744,365 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
4,831 | $1,360,792 |
All Filings in SF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,882 | 9,630 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $668,751 | 9,047 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $830,329 | 6,631 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $268,807 | 2,369 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $290,893 | 2,803 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $264,491 | 2,806 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $310,919 | 2,931 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $248,363 | 2,645 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $203,304 | 2,416 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $201,050 | 2,572 | Shares | Defined | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||