Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$178,989,979
-$94,378,597 QoQ
Shares Held
2,565,429
-30.6% QoQ
Ownership
0.682%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#14
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. SF ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
This page
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,989,979 | 2,565,429 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $273,368,576 | 3,698,168 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $416,859,632 | 3,329,018 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $391,674,442 | 3,451,787 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $314,738,840 | 3,032,749 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $233,601,446 | 2,478,267 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $274,637,298 | 2,588,964 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $183,922,773 | 1,958,709 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $92,417,231 | 1,098,244 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,564,747 | 454,967 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $33,172,499 | 479,718 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $29,739,724 | 484,045 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,447,264 | 493,502 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,121,004 | 492,825 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $29,047,688 | 497,648 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,026,882 | 443,592 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,539,204 | 527,297 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,226,442 | 533,526 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $38,036,826 | 540,142 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $41,075,733 | 604,410 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $40,310,619 | 621,502 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $40,110,815 | 626,144 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $33,047,717 | 654,929 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $22,679,283 | 448,562 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $22,490,498 | 474,183 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,788,542 | 455,148 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||