Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,644,283
-$501,160 QoQ
Shares Held
37,900
-10.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#203
of 592 holders
Holding Since
Mar 2020
18 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, 2026MARTINGALE ASSET MANAGEMENT L P holds $33,273,156 across 8 Capital Markets names. SF ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
189,880 | $17,520,227 | |
| 2 | SNEX |
StoneX Group Inc.
|
57,724 | $4,560,235 | |
| 3 | PIPR |
Piper Sandler Companies
|
36,800 | $2,662,112 | |
| 4 | SF |
Stifel Financial Corp
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|
37,900 | $2,644,283 | |
| 5 | PJT |
PJT Partners Inc.
|
15,915 | $2,402,210 | |
| 6 | EVR |
Evercore Inc.
|
5,253 | $1,793,584 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
14,272 | $1,242,234 | |
| 8 | XP |
XP Inc.
|
27,569 | $448,271 |
All Filings in SF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,644,283 | 37,900 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,145,443 | 42,552 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $458,054 | 3,658 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $506,529 | 4,464 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $292,016 | 3,098 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $285,643 | 3,042 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,198,534 | 61,777 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,326,187 | 68,136 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,499,979 | 36,153 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,286,980 | 37,223 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,797,737 | 30,128 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,731,867 | 29,309 | Shares | Sole | 2023-05-12 | |
| 2021-06-30 | $1,404,867 | 21,660 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,418,372 | 53,362 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,869,155 | 56,860 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,641,202 | 52,239 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,988,645 | 41,928 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,148,659 | 27,826 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||