Position in SF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,371
-$320 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#524
of 590 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SouthState Bank Corp holds $13,478,538 across 15 Capital Markets names. SF ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
34,384 | $7,187,630 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,656 | $5,720,308 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,129 | $380,982 | |
| 4 | PIPR |
Piper Sandler Companies
|
2,060 | $149,020 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
198 | $19,854 | |
| 6 | SF |
Stifel Financial Corp
This page
|
77 | $5,371 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
59 | $5,135 | |
| 8 | EVR |
Evercore Inc.
|
10 | $3,414 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,371 | 77 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $5,691 | 77 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,885 | 47 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,134 | 10 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,556 | 15 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $3,487 | 37 | Shares | Defined | 2025-05-12 | |
| 2024-06-30 | $168,300 | 2,000 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $273,594 | 3,500 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $242,025 | 3,500 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $276,480 | 4,500 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $268,515 | 4,500 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $265,904 | 4,500 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $554,514 | 9,500 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $493,145 | 9,500 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $584,513 | 10,434 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $708,469 | 10,434 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $734,762 | 10,434 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $709,095 | 10,434 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $676,749 | 10,434 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $668,402 | 10,434 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $526,499 | 10,434 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $496,802 | 9,826 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $466,047 | 9,826 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $405,618 | 9,826 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||