Position in SF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,762,978
+$7,985,752 QoQ
Shares Held
334,997
+66.7% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31.14415949993582.ToString("F0")%
Shared 0.ToString("F0")%
None 68.85584050006418.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $200,366,431 across 14 Capital Markets names. SF ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
640,218 | $60,167,687 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
741,281 | $49,717,716 | |
| 3 | SF |
Stifel Financial Corp
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|
334,997 | $24,762,978 | |
| 4 | GS |
Goldman Sachs Group Inc
|
20,286 | $17,161,753 | |
| 5 | MS |
Morgan Stanley
|
102,296 | $16,834,852 | |
| 6 | BGC |
BGC Group, Inc.
|
1,334,386 | $13,050,295 | |
| 7 | EVR |
Evercore Inc.
|
41,268 | $12,318,910 | |
| 8 | ETOR |
eToro Group Ltd.
|
93,895 | $2,819,666 |
All Filings in SF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,762,978 | 334,997 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,777,226 | 200,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $387,613 | 5,124 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $348,770 | 5,041 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $279,072 | 4,441 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $314,067 | 4,441 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $284,391 | 4,543 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,479 | 4,554 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $238,314 | 4,573 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $595,565 | 12,919 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,679,024 | 114,234 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,398,315 | 110,566 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,968,594 | 202,283 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $327,027 | 8,404 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $458,988 | 13,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $362,599 | 9,709 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $208,407 | 4,604 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,064,281 | 22,670 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,023,795 | 22,597 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,179,198 | 27,271 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,592,804 | 154,374 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,550,214 | 75,809 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,914,276 | 129,690 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,869,128 | 183,545 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,473,465 | 134,818 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||