Position in SF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$279,067,070
+$88,284,802 QoQ
Shares Held
3,775,258
+65.2% QoQ
Ownership
0.998%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.29841669099171503.ToString("F0")%
Shared 0.ToString("F0")%
None 99.70158330900829.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,114,647,342 across 34 Capital Markets names. SF ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
This page
|
3,775,258 | $279,067,070 | |
| 2 | MS |
Morgan Stanley
|
1,638,520 | $269,651,232 | |
| 3 | GS |
Goldman Sachs Group Inc
|
317,678 | $268,752,409 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,139,404 | $107,081,184 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
164,557 | $49,503,678 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
649,346 | $43,551,634 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
197,234 | $13,668,314 | |
| 8 | EVR |
Evercore Inc.
|
34,308 | $10,241,280 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,067,070 | 3,775,258 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $190,782,268 | 2,285,365 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $176,496,760 | 2,333,172 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $159,840,302 | 2,310,275 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $150,576,641 | 2,396,191 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $152,538,230 | 2,156,932 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $142,682,113 | 2,279,267 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $125,962,115 | 2,245,314 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $117,879,293 | 2,261,981 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $105,228,089 | 2,282,605 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $96,578,968 | 2,357,885 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $96,603,620 | 2,428,447 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $97,555,969 | 2,476,461 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $90,767,567 | 2,332,559 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $83,309,330 | 2,407,318 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $93,632,321 | 2,507,111 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $112,700,411 | 2,489,698 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $108,257,539 | 2,305,967 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $103,287,450 | 2,279,739 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $99,004,118 | 2,289,642 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $95,771,823 | 2,242,548 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $78,486,827 | 2,333,140 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $37,728,391 | 1,678,974 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $35,551,124 | 1,686,486 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $28,380,050 | 1,546,875 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||