Position in COFS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$310,950
-$15,482 QoQ
Shares Held
11,058
0.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $880,896,390 across 149 Banks - Regional names. COFS ranks #129 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
3,206,020 | $166,745,097 | |
| 2 | TFC |
Truist Financial Corp
|
2,826,310 | $129,925,468 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
396,988 | $82,609,230 | |
| 4 | MTB |
M&T Bank Corp
|
368,336 | $76,142,416 | |
| 5 | RF |
Regions Financial Corp
|
866,599 | $22,635,562 | |
| 6 | FITB |
Fifth Third Bancorp
|
484,205 | $22,496,162 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
315,789 | $18,937,864 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,174,613 | $18,382,692 |
All Filings in COFS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,950 | 11,058 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $326,432 | 11,058 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $320,239 | 11,058 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $317,364 | 11,058 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $318,138 | 11,058 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $614,682 | 17,247 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $341,802 | 11,058 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $316,811 | 11,058 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $302,436 | 11,058 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $323,999 | 11,058 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $217,179 | 11,058 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $254,334 | 11,058 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $279,103 | 11,058 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $320,682 | 11,058 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $240,179 | 11,058 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $247,862 | 12,307 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $277,113 | 11,058 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $292,926 | 11,058 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $273,685 | 11,058 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $267,824 | 11,058 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $265,944 | 11,058 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $340,696 | 11,058 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $287,729 | 11,058 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $326,874 | 11,058 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $280,652 | 11,058 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||