Position in SF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$68,932
+$32,564 QoQ
Shares Held
988
+100.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#464
of 591 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. SF ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,349 | $15,123,834 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
7,405 | $2,085,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,394 | $1,697,213 | |
| 4 | GS |
Goldman Sachs Group Inc
|
505 | $510,741 | |
| 5 | SNEX |
StoneX Group Inc.
|
4,050 | $319,950 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,605 | $313,778 | |
| 7 | CLSK |
Cleanspark, Inc.
|
17,703 | $257,578 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,176 | $117,928 |
All Filings in SF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,932 | 988 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $36,368 | 492 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $41,072 | 328 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $37,218 | 328 | Shares | Other | 2025-10-17 | |
| 2021-09-30 | $13,456 | 198 | Shares | Sole | 2021-11-30 | |
| No filing history on record for this holder in this stock. | ||||||