Position in SF
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$228,708
+$52,566 QoQ
Shares Held
3,094
+46.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Moody Aldrich Partners LLC holds $26,313,537 across 7 Capital Markets names. SF ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PIPR |
Piper Sandler Companies
|
91,815 | $7,028,438 | |
| 2 | MRX |
Marex Group Ltd
|
139,793 | $6,231,971 | |
| 3 | HUT |
Hut 8 Corp.
|
132,584 | $6,219,515 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
466,924 | $5,771,180 | |
| 5 | GS |
Goldman Sachs Group Inc
|
645 | $545,663 | |
| 6 | EVR |
Evercore Inc.
|
965 | $288,062 | |
| 7 | SF |
Stifel Financial Corp
This page
|
3,094 | $228,708 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,708 | 3,094 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $176,142 | 2,110 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $160,068 | 2,116 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $146,952 | 2,124 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $135,483 | 2,156 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $430,896 | 6,093 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $383,112 | 6,120 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $343,612 | 6,125 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $319,402 | 6,129 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $284,022 | 6,161 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $253,050 | 6,178 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $251,210 | 6,315 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $261,216 | 6,631 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $258,501 | 6,643 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $232,660 | 6,723 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $251,380 | 6,731 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $307,677 | 6,797 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $381,817 | 8,133 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $373,191 | 8,237 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $356,470 | 8,244 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,870,518 | 301,370 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $9,913,842 | 294,704 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,404,119 | 240,492 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,000,365 | 237,209 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||