Position in SIEB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,699
+$3,034 QoQ
Shares Held
4,531
+180.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FMR LLC holds $17,120,590,307 across 47 Capital Markets names. SIEB ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,730,023 | $3,740,679,882 | |
| 2 | SCHW |
Schwab Charles Corp
|
35,688,169 | $3,353,974,119 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,341,232 | $2,826,648,856 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
18,057,391 | $1,251,377,194 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
12,501,284 | $838,461,116 | |
| 6 | SF |
Stifel Financial Corp
|
8,136,211 | $601,428,715 | |
| 7 | EVR |
Evercore Inc.
|
1,669,662 | $498,410,801 | |
| 8 | LAZ |
Lazard, Inc.
|
10,611,910 | $450,793,935 |
All Filings in SIEB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,699 | 4,531 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,665 | 1,614 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,299 | 445 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,348 | 305 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||