Position in BKU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,013,574
-$4,332 QoQ
Shares Held
20,920
-7.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $974,936,730 across 144 Banks - Regional names. BKU ranks #77 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
3,129,603 | $189,028,019 | |
| 2 | TFC |
Truist Financial Corp
|
2,682,932 | $133,663,669 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
389,592 | $95,925,341 | |
| 4 | MTB |
M&T Bank Corp
|
363,534 | $86,524,724 | |
| 5 | RF |
Regions Financial Corp
|
1,230,847 | $37,171,577 | |
| 6 | FITB |
Fifth Third Bancorp
|
464,728 | $26,196,714 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
621,452 | $19,917,535 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
271,534 | $19,026,385 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,574 | 20,920 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,017,906 | 22,540 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,132,139 | 47,838 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,882,394 | 49,329 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,810,925 | 50,883 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,729,404 | 50,215 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,884,987 | 49,384 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,880,777 | 51,613 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,575,779 | 53,836 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,495,508 | 53,411 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,747,458 | 53,884 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,241,758 | 54,703 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $862,452 | 40,021 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,036,873 | 45,920 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,164,490 | 34,280 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,178,625 | 34,493 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,226,489 | 34,481 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,442,459 | 32,813 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,373,594 | 32,465 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,211,776 | 28,976 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,433,316 | 33,575 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,519,087 | 34,564 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,445,630 | 41,565 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $962,703 | 43,939 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $897,014 | 44,297 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $656,837 | 35,125 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||