Position in SF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$303,848
-$6,024 QoQ
Shares Held
4,355
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#391
of 592 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026STEPHENS INC /AR/ holds $97,002,004 across 8 Capital Markets names. SF ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,346 | $86,316,384 | |
| 2 | MS |
Morgan Stanley
|
30,893 | $6,457,872 | |
| 3 | SCHW |
Schwab Charles Corp
|
20,448 | $1,886,736 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
9,114 | $913,951 | |
| 5 | EVR |
Evercore Inc.
|
1,181 | $403,240 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,771 | $375,817 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,954 | $344,156 | |
| 8 | SF |
Stifel Financial Corp
This page
|
4,355 | $303,848 |
All Filings in SF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,848 | 4,355 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $309,872 | 4,192 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $349,989 | 2,795 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $317,148 | 2,795 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $290,065 | 2,795 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $263,456 | 2,795 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $296,493 | 2,795 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $262,450 | 2,795 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $235,199 | 2,795 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $218,485 | 2,795 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||