Position in SF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$273,368,576
-$4,537,845 QoQ
Shares Held
3,698,168
+11.1% QoQ
Ownership
0.977%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 81.6720873686647.ToString("F0")%
None 18.3279126313353.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $4,293,853,889 across 25 Capital Markets names. SF ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,061,445 | $897,971,851 | |
| 2 | TW |
Tradeweb Markets Inc.
|
7,504,175 | $882,941,228 | |
| 3 | MS |
Morgan Stanley
|
4,657,771 | $766,529,370 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,774,792 | $655,595,294 | |
| 5 | SF |
Stifel Financial Corp
This page
|
3,698,168 | $273,368,576 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
1,361,410 | $195,525,700 | |
| 7 | EVR |
Evercore Inc.
|
623,259 | $186,049,041 | |
| 8 | PWP |
Perella Weinberg Partners
|
3,925,854 | $71,293,506 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,368,576 | 3,698,168 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $277,906,421 | 3,329,018 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $261,116,294 | 3,451,787 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $209,825,893 | 3,032,749 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $155,734,297 | 2,478,267 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $183,091,531 | 2,588,964 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $122,615,182 | 1,958,709 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $61,611,487 | 1,098,244 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,709,831 | 454,967 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $22,114,999 | 479,718 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $19,826,483 | 484,045 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,631,509 | 493,502 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,414,003 | 492,825 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,365,125 | 497,648 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,351,255 | 443,592 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,692,802 | 527,297 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $24,150,961 | 533,526 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $25,357,884 | 540,142 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,383,822 | 604,410 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,873,746 | 621,502 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $26,740,543 | 626,144 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $22,031,811 | 654,929 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,079,681 | 448,562 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,995,776 | 474,183 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,350,462 | 455,148 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||