Position in SIEB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$62,908
-$52,230 QoQ
Shares Held
32,765
-0.1% QoQ
Ownership
0.080%
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 9%
Shared 0%
None 91%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $200,366,431 across 14 Capital Markets names. SIEB ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
640,218 | $60,167,687 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
741,281 | $49,717,716 | |
| 3 | SF |
Stifel Financial Corp
|
334,997 | $24,762,978 | |
| 4 | GS |
Goldman Sachs Group Inc
|
20,286 | $17,161,753 | |
| 5 | MS |
Morgan Stanley
|
102,296 | $16,834,852 | |
| 6 | BGC |
BGC Group, Inc.
|
1,334,386 | $13,050,295 | |
| 7 | EVR |
Evercore Inc.
|
41,268 | $12,318,910 | |
| 8 | ETOR |
eToro Group Ltd.
|
93,895 | $2,819,666 |
All Filings in SIEB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,908 | 32,765 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $115,138 | 32,803 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $95,784 | 32,803 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $144,821 | 32,765 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||