Position in SF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$115,267,924
-$9,495,065 QoQ
Shares Held
1,652,113
-2.1% QoQ
Ownership
0.439%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#20
of 595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fisher Asset Management, LLC holds $15,222,784,809 across 15 Capital Markets names. SF ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,964,113 | $7,043,294,964 | |
| 2 | MS |
Morgan Stanley
|
26,172,995 | $5,471,202,874 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,952,062 | $2,025,516,760 | |
| 4 | EVR |
Evercore Inc.
|
423,875 | $144,727,880 | |
| 5 | NMR |
Nomura Holdings Inc
|
13,163,419 | $115,574,818 | |
| 6 | SF |
Stifel Financial Corp
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|
1,652,113 | $115,267,924 | |
| 7 | LAZ |
Lazard, Inc.
|
2,148,377 | $90,102,931 | |
| 8 | PIPR |
Piper Sandler Companies
|
1,061,539 | $76,791,731 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,267,924 | 1,652,113 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $124,762,989 | 1,687,811 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $150,017,942 | 1,198,035 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $141,168,202 | 1,244,101 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $131,785,096 | 1,269,850 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $131,072,300 | 1,390,540 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $163,425,150 | 1,540,584 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $137,509,131 | 1,464,421 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $117,751,768 | 1,399,308 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $108,284,297 | 1,385,242 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $97,138,324 | 1,404,748 | Shares | Defined | 2024-03-05 | |
| 2023-09-30 | $100,668,456 | 1,638,484 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $100,562,567 | 1,685,312 | Shares | Sole | 2023-12-12 | |
| 2023-03-31 | $99,533,357 | 1,684,438 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $104,547,759 | 1,791,123 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $96,241,440 | 1,854,004 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $105,654,486 | 1,886,012 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $124,318,405 | 1,830,903 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $130,193,856 | 1,848,818 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $127,182,204 | 1,871,426 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $120,158,079 | 1,852,576 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $122,017,547 | 1,904,737 | Shares | Defined | 2021-04-27 | |
| 2020-12-31 | $99,863,872 | 1,979,070 | Shares | Defined | 2021-01-29 | |
| 2020-09-30 | $61,722,808 | 1,220,784 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $58,217,858 | 1,227,448 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $49,610,394 | 1,201,800 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||