Position in SF
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,349
-$913 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#499
of 591 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CENTRAL TRUST Co holds $14,512,369 across 20 Capital Markets names. SF ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
27,615 | $5,772,638 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
41,426 | $3,605,718 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,636 | $2,665,970 | |
| 4 | SCHW |
Schwab Charles Corp
|
14,059 | $1,297,223 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 6 | EVR |
Evercore Inc.
|
737 | $251,641 | |
| 7 | IREN |
IREN Ltd
|
4,229 | $193,392 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
338 | $95,207 |
All Filings in SF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,349 | 220 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $16,262 | 220 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $18,657 | 149 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $16,907 | 149 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,463 | 149 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $14,044 | 149 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $15,805 | 149 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $13,991 | 149 | Shares | Other | 2024-10-22 | |
| 2024-06-30 | $12,538 | 149 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $11,647 | 149 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $10,303 | 149 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $9,154 | 149 | Shares | Other | 2023-10-26 | |
| 2022-06-30 | $1,960 | 35 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $50,857 | 749 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $35,210 | 500 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $33,980 | 500 | Shares | Sole | 2021-10-19 | |
| 2020-06-30 | $39,129 | 825 | Shares | Other | 2020-07-14 | |
| 2020-03-31 | $34,056 | 825 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||