Position in CAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$896,527
-$515,632 QoQ
Shares Held
16,535
-44.4% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 189 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $966,747,704 across 144 Banks - Regional names. CAC ranks #81 (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 CAC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,527 | 16,535 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,412,159 | 29,761 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,291,031 | 29,761 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,148,476 | 29,761 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,207,701 | 29,761 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,204,426 | 29,761 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $351,963 | 8,235 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $340,270 | 8,235 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $271,755 | 8,235 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $277,511 | 8,279 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $311,538 | 8,279 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $235,862 | 8,358 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $258,351 | 8,342 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $376,990 | 10,417 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||