Position in SF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$271,194,663
-$7,872,407 QoQ
Shares Held
3,886,981
+3.0% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#8
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. SF ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
This page
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,194,663 | 3,886,981 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $279,067,070 | 3,775,258 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $286,173,403 | 2,285,365 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $264,745,143 | 2,333,172 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $239,760,453 | 2,310,275 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $225,864,961 | 2,396,191 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $228,807,344 | 2,156,932 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $214,023,169 | 2,279,267 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $188,943,171 | 2,245,314 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $176,818,940 | 2,261,981 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $157,842,133 | 2,282,605 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $144,868,453 | 2,357,885 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $144,905,431 | 2,428,447 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $146,333,954 | 2,476,461 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $136,151,352 | 2,332,559 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $124,963,996 | 2,407,318 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $140,448,482 | 2,507,111 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $169,050,618 | 2,489,698 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $162,386,310 | 2,305,967 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $154,931,175 | 2,279,739 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $148,506,179 | 2,289,642 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $143,657,736 | 2,242,548 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $117,730,242 | 2,333,140 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $84,888,882 | 1,678,974 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $79,990,029 | 1,686,486 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $63,855,115 | 1,546,875 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||