Position in TW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$683,567
-$85,457 QoQ
Shares Held
6,859
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#315
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. TW ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,567 | 6,859 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $769,024 | 6,536 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $645,669 | 6,004 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $893,610 | 8,052 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,813,164 | 12,385 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,379,367 | 16,027 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,062,643 | 15,755 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,855,897 | 47,351 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,561,804 | 14,734 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,424,941 | 13,679 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $548,460 | 6,035 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $535,976 | 6,683 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $237,077 | 3,462 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $604,582 | 7,651 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $362,309 | 5,580 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $332,651 | 5,896 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $389,571 | 5,708 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $557,007 | 6,339 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,535,847 | 15,337 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $459,072 | 5,683 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $474,466 | 5,611 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,696,006 | 22,919 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,151,328 | 18,436 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,063,140 | 18,330 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,795,595 | 30,884 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $544,670 | 12,956 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||