Position in CBSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,741,043
+$613,303 QoQ
Shares Held
64,780
+1.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 505 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 14%
None 5%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $975,059,231 across 144 Banks - Regional names. CBSH ranks #38 (0.4% 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 CBSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,741,043 | 64,780 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,127,740 | 63,572 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,167,892 | 98,737 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,638,440 | 111,085 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,580,943 | 121,939 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,099,548 | 130,155 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,300,319 | 133,210 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,336,024 | 123,502 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,143,463 | 128,065 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,422,624 | 120,726 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,448,400 | 102,011 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,066,729 | 110,881 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,180,964 | 90,144 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,372,900 | 186,659 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,569,170 | 178,458 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,500,915 | 166,656 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,193,749 | 163,038 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,938,195 | 160,429 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,906,481 | 151,321 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,992,493 | 120,438 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,122,572 | 43,974 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,138,818 | 43,020 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,043,209 | 32,654 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,664,039 | 31,040 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,790,726 | 31,617 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,474,054 | 30,740 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||