Position in BCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,264,303
+$2,450,108 QoQ
Shares Held
419,371
+0.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,210,498,026 across 19 Banks - Diversified names. BCS ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,865,671 | $1,265,350,085 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,891,596 | $278,723,138 | |
| 3 | C |
Citigroup Inc
|
1,836,863 | $257,087,343 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,620,847 | $216,586,794 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
273,718 | $39,582,357 | |
| 6 | UBS |
UBS Group AG
|
580,682 | $28,778,598 | |
| 7 | ING |
Ing Groep NV
|
554,143 | $17,389,006 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
790,629 | $15,725,608 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,264,303 | 419,371 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,814,195 | 416,550 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,211,148 | 401,224 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,516,286 | 412,012 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,453,733 | 400,954 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,027,791 | 587,747 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,194,711 | 691,852 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,703,924 | 634,068 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,415,971 | 505,693 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,057,657 | 535,202 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,882,474 | 492,700 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,599,314 | 462,043 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,426,974 | 436,002 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,203,416 | 306,456 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,187,665 | 280,470 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,552,037 | 398,756 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,132,400 | 412,158 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,934,728 | 498,067 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,791,183 | 366,298 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,743,888 | 362,780 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,420,798 | 354,487 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,218,494 | 119,110 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $797,577 | 99,822 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $507,442 | 101,286 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $575,762 | 101,725 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $637,727 | 140,779 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||