Position in SF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$215,310
-$13,398 QoQ
Shares Held
3,086
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#431
of 595 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Moody Aldrich Partners LLC holds $30,303,558 across 7 Capital Markets names. SF ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIOT |
Riot Platforms, Inc.
|
300,390 | $8,224,678 | |
| 2 | HUT |
Hut 8 Corp.
|
59,916 | $6,917,002 | |
| 3 | MRX |
Marex Group Ltd
|
109,733 | $6,688,226 | |
| 4 | PIPR |
Piper Sandler Companies
|
72,085 | $5,214,628 | |
| 5 | BGC |
BGC Group, Inc.
|
253,999 | $2,715,249 | |
| 6 | EVR |
Evercore Inc.
|
962 | $328,465 | |
| 7 | SF |
Stifel Financial Corp
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|
3,086 | $215,310 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,310 | 3,086 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $228,708 | 3,094 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $264,214 | 2,110 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $240,102 | 2,116 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $220,428 | 2,124 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $203,224 | 2,156 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $646,345 | 6,093 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $574,668 | 6,120 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $515,418 | 6,125 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $479,103 | 6,129 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $426,033 | 6,161 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $379,576 | 6,178 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $376,816 | 6,315 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $391,825 | 6,631 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $387,751 | 6,643 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $348,991 | 6,723 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $377,070 | 6,731 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $461,516 | 6,797 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $572,726 | 8,133 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $559,786 | 8,237 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $534,705 | 8,244 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,305,777 | 301,370 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $14,870,763 | 294,704 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,159,269 | 240,492 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,250,822 | 237,209 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||