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Equibles

STATE STREET CORP

Position in SF — Stifel Financial Corp

CIK 93751 BOSTON, MA
Back to SF Full portfolio

Position in SF

as of Jun 30, 2026 · filed Sep 22, 2026
Position Value
$340,183,519
-$3,733,346 QoQ
Shares Held
4,875,785
+4.8% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 18% Shared 0% None 82%

Common Shares in SF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

STATE STREET CORP holds $57,854,129,408 across 61 Capital Markets names. SF ranks #9 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
 99,560,815 $20,812,192,767
2 GS
Goldman Sachs Group Inc
 18,830,464 $19,044,566,375
3 SCHW
Schwab Charles Corp
 73,174,188 $6,751,782,326
4 HOOD
Robinhood Markets, Inc.
 34,671,148 $3,476,822,721
5 IBKR
Interactive Brokers Group, Inc.
 19,437,767 $1,691,863,239
6 LPLA
LPL Financial Holdings Inc.
 1,934,239 $544,836,441
7 EVR
Evercore Inc.
 1,206,119 $411,817,271
8 SNEX
StoneX Group Inc.
 4,352,535 $343,850,265

All Filings in SF

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $340,183,519 4,875,785
2026-03-31 $343,916,865 4,652,555
2025-12-31 $383,608,715 3,063,478
2025-09-30 $357,208,142 3,148,039
2025-06-30 $327,721,623 3,157,848
2025-03-31 $304,880,482 3,234,463
2024-12-31 $340,698,621 3,211,714
2024-09-30 $293,187,913 3,122,342
2024-06-30 $260,127,930 3,091,241
2024-03-31 $242,976,359 3,108,309
2023-12-31 $209,167,271 3,024,834
2023-09-30 $186,066,370 3,028,424
2023-06-30 $178,571,604 2,992,653
2023-03-31 $175,165,479 2,964,387
2022-12-31 $171,701,161 2,941,602
2022-09-30 $148,223,541 2,855,392
2022-06-30 $156,823,648 2,799,420
2022-03-31 $188,913,759 2,782,233
2021-12-31 $192,427,645 2,732,569
2021-09-30 $179,570,908 2,642,301
2021-06-30 $171,723,271 2,647,599
2021-03-31 $198,230,301 3,094,445
2020-12-31 $157,781,860 3,126,870
2020-09-30 $105,695,021 2,090,488
2020-06-30 $103,313,069 2,178,222
2020-03-31 $89,897,270 2,177,740