Position in SIEB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$313
-$8,386 QoQ
Shares Held
190
-95.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 47 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FMR LLC holds $22,562,218,133 across 49 Capital Markets names. SIEB ranks #48 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,903,987 | $5,205,929,440 | |
| 2 | SCHW |
Schwab Charles Corp
|
44,265,455 | $4,084,373,529 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,866,640 | $3,910,603,694 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,907,700 | $2,999,144,154 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,828,151 | $1,029,522,261 | |
| 6 | SF |
Stifel Financial Corp
|
8,534,782 | $595,471,737 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
19,645,295 | $537,888,175 | |
| 8 | LAZ |
Lazard, Inc.
|
11,152,391 | $467,731,275 |
All Filings in SIEB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313 | 190 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||