Position in SIEB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$276,929
-$229,332 QoQ
Shares Held
144,234
0.0% QoQ
Ownership
0.352%
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 19%
Shared 0%
None 81%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $48,266,051,017 across 59 Capital Markets names. SIEB ranks #50 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
101,340,194 | $16,677,555,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,255,058 | $16,289,586,517 | |
| 3 | SCHW |
Schwab Charles Corp
|
72,763,682 | $6,838,330,834 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,373,068 | $2,312,753,612 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,092,105 | $1,280,507,482 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,863,266 | $560,526,310 | |
| 7 | EVR |
Evercore Inc.
|
1,179,024 | $351,950,454 | |
| 8 | SF |
Stifel Financial Corp
|
4,652,555 | $343,916,865 |
All Filings in SIEB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,929 | 144,234 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $506,261 | 144,234 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $421,163 | 144,234 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $495,053 | 112,003 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $71,788 | 23,850 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $75,366 | 23,850 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,456 | 15,200 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,448 | 15,200 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $32,072 | 15,200 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $48,048 | 28,600 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $55,770 | 28,600 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $70,928 | 28,600 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $54,626 | 28,600 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $38,896 | 28,600 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $42,328 | 28,600 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $44,330 | 28,600 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $58,752 | 27,200 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $63,104 | 27,200 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $100,835 | 30,100 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $64,454 | 13,400 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $574,326 | 141,809 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $522,517 | 124,409 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $414,438 | 128,309 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $652,416 | 128,936 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $878,168 | 121,630 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||