Position in CFR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,266,462
+$1,899,923 QoQ
Shares Held
66,441
+8.9% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 566 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CFR 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. CFR ranks #15 (1.1% 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 CFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,266,462 | 66,441 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,366,539 | 61,034 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,978,321 | 63,005 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,694,430 | 60,696 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,847,581 | 53,272 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,825,526 | 54,517 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,062,489 | 52,607 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,534,160 | 49,474 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,830,878 | 47,534 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,672,667 | 41,509 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,529,877 | 23,319 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,770,503 | 30,375 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,479,855 | 23,062 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,137,445 | 29,784 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,893,607 | 81,478 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,921,787 | 75,040 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,619,117 | 82,603 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,017,699 | 72,377 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,544,442 | 115,368 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,077,820 | 118,680 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,843,584 | 70,032 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,158,582 | 65,820 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,648,930 | 76,223 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,642,513 | 72,596 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,084,836 | 68,061 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,731,772 | 84,814 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||