Position in SF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,185,403
+$2,938,699 QoQ
Shares Held
83,677
+115.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 29.420270803207572.ToString("F0")%
Shared 0.ToString("F0")%
None 70.57972919679243.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $185,706,691 across 35 Capital Markets names. SF ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
63,644 | $53,842,187 | |
| 2 | MS |
Morgan Stanley
|
224,241 | $36,903,341 | |
| 3 | SCHW |
Schwab Charles Corp
|
329,593 | $30,975,150 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
204,992 | $14,205,945 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
220,252 | $9,089,800 | |
| 6 | SF |
Stifel Financial Corp
This page
|
83,677 | $6,185,403 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
31,957 | $5,272,265 | |
| 8 | EVR |
Evercore Inc.
|
14,802 | $4,418,545 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,185,403 | 83,677 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,246,704 | 38,892 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,501,813 | 19,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $778,212 | 11,248 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $895,344 | 14,248 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $641,288 | 9,068 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $634,388 | 10,134 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $567,507 | 10,116 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $512,377 | 9,832 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $463,535 | 10,055 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $379,535 | 9,266 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $357,303 | 8,982 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $631,789 | 16,038 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $872,747 | 22,428 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $821,943 | 23,751 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $854,791 | 22,888 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,093,598 | 24,159 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,034,986 | 22,046 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,063,574 | 23,475 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $959,582 | 22,192 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $943,049 | 22,082 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $793,399 | 23,585 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $198,015 | 8,812 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $171,802 | 8,150 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $123,785 | 6,747 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||