Position in CBU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,904,684
-$105,174 QoQ
Shares Held
43,276
-15.7% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CBU 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. CBU ranks #47 (0.3% 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 CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,904,684 | 43,276 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,009,858 | 51,319 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,870,333 | 49,971 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,900,568 | 49,464 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,724,754 | 47,912 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,941,085 | 34,138 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,018,599 | 32,727 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,785,709 | 30,751 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,400,530 | 29,666 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,218,472 | 25,369 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,213,901 | 23,295 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $976,231 | 23,128 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,058,924 | 22,588 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $581,745 | 11,083 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $700,884 | 11,134 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $665,024 | 11,069 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $575,467 | 9,094 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $637,873 | 9,093 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $663,169 | 8,904 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $610,237 | 8,919 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $675,932 | 8,935 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $686,874 | 8,953 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $563,843 | 9,049 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $514,210 | 9,442 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $547,619 | 9,604 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $569,124 | 9,679 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||