Position in SF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$270,637
-$191,732 QoQ
Shares Held
3,879
-38.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 123 holders
Holding Since
Jun 2022
9 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, 2026OLD NATIONAL BANCORP /IN/ holds $14,923,378 across 8 Capital Markets names. SF ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
88,132 | $5,250,022 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,743 | $4,796,927 | |
| 3 | SCHW |
Schwab Charles Corp
|
22,595 | $2,084,840 | |
| 4 | MS |
Morgan Stanley
|
7,970 | $1,666,048 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,179 | $332,100 | |
| 6 | PJT |
PJT Partners Inc.
|
1,924 | $290,408 | |
| 7 | SF |
Stifel Financial Corp
This page
|
3,879 | $270,637 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,670 | $232,396 |
All Filings in SF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,637 | 3,879 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $462,369 | 6,255 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $307,122 | 3,679 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $177,088 | 2,341 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $161,966 | 2,341 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $136,136 | 1,925 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $189,974 | 4,882 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $201,999 | 5,837 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $174,147 | 4,663 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||