Position in SF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,806,832
-$139,628 QoQ
Shares Held
25,897
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 591 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $454,652,103 across 29 Capital Markets names. SF ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
156,956 | $158,740,588 | |
| 2 | MS |
Morgan Stanley
|
565,775 | $118,269,604 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,274,680 | $117,614,722 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
50,282 | $14,163,433 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
151,397 | $13,177,594 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
67,846 | $6,803,596 | |
| 7 | IREN |
IREN Ltd
|
102,943 | $4,707,582 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
53,446 | $3,183,778 |
All Filings in SF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,806,832 | 25,897 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,946,460 | 26,332 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,165,177 | 17,291 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,966,469 | 43,769 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,686,187 | 45,155 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $4,143,952 | 43,963 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,655,320 | 43,885 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $6,804,369 | 72,464 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,049,542 | 71,890 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $6,243,042 | 79,865 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,766,393 | 54,467 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $3,729,775 | 60,706 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,834,443 | 47,502 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,003,600 | 50,831 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,238,610 | 21,220 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $969,107 | 18,669 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,112,907 | 37,717 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,019,925 | 15,021 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $916,445 | 13,014 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $391,449 | 5,760 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $346,481 | 5,342 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $315,623 | 4,927 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||