Position in SF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,288,877
-$1,474,101 QoQ
Shares Held
333,795
-0.4% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#69
of 595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $335,104,316 across 15 Capital Markets names. SF ranks #8 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
945,321 | $82,280,739 | |
| 2 | SCHW |
Schwab Charles Corp
|
639,468 | $59,003,712 | |
| 3 | TW |
Tradeweb Markets Inc.
|
344,567 | $34,339,547 | |
| 4 | ETOR |
eToro Group Ltd.
|
798,253 | $31,507,045 | |
| 5 | MS |
Morgan Stanley
|
148,130 | $30,965,095 | |
| 6 | GS |
Goldman Sachs Group Inc
|
29,721 | $30,058,927 | |
| 7 | BGC |
BGC Group, Inc.
|
2,320,440 | $24,805,503 | |
| 8 | SF |
Stifel Financial Corp
This page
|
333,795 | $23,288,877 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,288,877 | 333,795 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,762,978 | 334,997 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,165,839 | 200,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $581,420 | 5,124 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $523,155 | 5,041 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $418,608 | 4,441 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $471,101 | 4,441 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $426,587 | 4,543 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $383,219 | 4,554 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $357,471 | 4,573 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $893,348 | 12,919 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,018,536 | 114,234 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,597,473 | 110,566 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,952,892 | 202,283 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $490,541 | 8,404 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $688,482 | 13,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $543,898 | 9,709 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $312,611 | 4,604 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,596,422 | 22,670 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,535,693 | 22,597 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,768,797 | 27,271 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,889,206 | 154,374 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,825,322 | 75,809 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,557,123 | 129,690 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,705,539 | 183,545 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,565,297 | 134,818 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||