Position in SF
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$138,637,031
+$39,958,330 QoQ
Shares Held
1,875,501
+58.7% QoQ
Ownership
0.496%
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 40.83218297404267.ToString("F0")%
Shared 0.ToString("F0")%
None 59.167817025957326.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,201,592,250 across 50 Capital Markets names. SF ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,455,011 | $5,460,874,752 | |
| 2 | MS |
Morgan Stanley
|
16,326,676 | $2,686,881,065 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,623,030 | $1,468,252,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,165,099 | $427,241,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,230,136 | $417,855,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
803,428 | $241,695,241 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,780,834 | $169,909,369 | |
| 8 | SF |
Stifel Financial Corp
This page
|
1,875,501 | $138,637,031 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,637,031 | 1,875,501 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $98,678,701 | 1,182,064 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $85,655,813 | 1,132,314 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $76,046,005 | 1,099,142 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $74,638,961 | 1,187,762 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $72,866,207 | 1,030,348 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $62,662,848 | 1,001,004 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $56,758,218 | 1,011,733 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $53,650,640 | 1,029,500 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $41,384,842 | 897,719 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $37,128,271 | 906,452 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $33,728,861 | 847,885 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $40,158,985 | 1,019,437 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $38,417,270 | 987,253 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $32,756,138 | 946,526 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,368,526 | 893,480 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $40,374,454 | 891,924 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $39,661,226 | 844,814 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $38,812,888 | 856,670 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,828,857 | 874,858 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $39,607,472 | 927,430 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $23,582,311 | 701,020 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,629,726 | 473,040 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,707,386 | 413,064 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,091,914 | 386,550 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||