Position in SIEB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$23,339
-$10,609 QoQ
Shares Held
12,156
+25.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,220,248,463 across 50 Capital Markets names. SIEB ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,455,011 | $5,460,874,752 | |
| 2 | MS |
Morgan Stanley
|
16,326,676 | $2,686,881,065 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,623,030 | $1,468,252,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,165,099 | $427,241,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,230,136 | $417,855,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
803,428 | $241,695,241 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,780,834 | $169,909,369 | |
| 8 | SF |
Stifel Financial Corp
|
1,875,501 | $138,637,031 |
All Filings in SIEB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,339 | 12,156 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $33,948 | 9,672 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,935 | 4,430 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $21,413 | 4,845 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,257 | 418 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,295 | 410 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,036 | 410 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $638 | 367 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $527 | 250 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $442 | 264 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $487 | 250 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $620 | 250 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $477 | 250 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $359 | 265 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $371 | 251 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $388 | 251 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $542 | 251 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,192 | 514 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,881 | 562 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,700 | 2,017 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $79,589 | 19,652 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $20,827 | 4,959 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $12,330 | 3,818 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $18,453 | 3,647 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,518 | 2,011 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||