Position in SF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,046,686
-$914,899 QoQ
Shares Held
41,216
+30.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MML INVESTORS SERVICES, LLC holds $233,720,852 across 25 Capital Markets names. SF ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
436,384 | $71,815,714 | |
| 2 | GS |
Goldman Sachs Group Inc
|
81,915 | $69,299,270 | |
| 3 | SCHW |
Schwab Charles Corp
|
575,017 | $54,040,097 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
156,360 | $10,835,748 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
14,209 | $4,274,493 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
62,039 | $4,160,955 | |
| 7 | SF |
Stifel Financial Corp
This page
|
41,216 | $3,046,686 | |
| 8 | PIPR |
Piper Sandler Companies
|
31,565 | $2,416,300 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,046,686 | 41,216 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,961,585 | 31,637 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,559,215 | 31,367 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,317,848 | 31,970 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,827,988 | 30,002 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,039,934 | 28,657 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,678,121 | 28,521 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $2,331,039 | 27,701 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,282,640 | 29,201 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,989,376 | 28,769 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,923,317 | 31,304 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,763,248 | 29,550 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,401,672 | 23,721 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,479,386 | 25,345 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,249,942 | 24,079 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,204,767 | 21,506 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,353,994 | 19,941 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,307,207 | 18,563 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,232,727 | 18,139 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,067,725 | 16,462 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,041,360 | 16,256 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $786,822 | 15,593 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $567,232 | 11,219 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $456,703 | 9,629 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $342,954 | 8,308 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||