Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$257,087,343
+$56,775,344 QoQ
Shares Held
1,836,863
+4.0% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#91
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in C 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. C ranks #3 (11.6% 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
This page
|
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 C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,087,343 | 1,836,863 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $200,311,999 | 1,766,264 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $201,855,494 | 1,729,844 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $176,469,826 | 1,738,619 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $154,248,418 | 1,812,129 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $131,336,465 | 1,850,070 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $108,326,478 | 1,538,947 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $89,911,628 | 1,436,288 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $63,021,490 | 993,090 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $65,843,272 | 1,041,165 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $48,829,882 | 949,259 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $38,819,808 | 943,832 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $41,583,417 | 903,202 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $49,197,830 | 1,049,218 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $50,286,213 | 1,111,789 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $39,748,510 | 953,888 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $41,827,535 | 909,492 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $37,165,597 | 695,985 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $42,484,180 | 703,497 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $44,216,766 | 630,048 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $44,018,738 | 622,173 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $42,574,099 | 585,211 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $33,108,829 | 536,958 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $30,026,328 | 696,505 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $30,419,215 | 595,288 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,882,960 | 638,247 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||