Position in FFWM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$708,000
-$31,200 QoQ
Shares Held
120,000
0.0% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#49
of 153 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FFWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $82,174,146 across 29 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
80,622 | $19,850,748 | |
| 2 | USB |
US Bancorp De
|
285,182 | $17,224,992 | |
| 3 | HOMB |
Home Bancshares Inc
|
251,912 | $7,192,087 | |
| 4 | TFC |
Truist Financial Corp
|
127,776 | $6,365,800 | |
| 5 | FHN |
First Horizon Corp
|
246,623 | $6,323,413 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,901 | $6,036,371 | |
| 7 | SFNC |
Simmons First National Corp
|
150,442 | $3,407,511 | |
| 8 | RF |
Regions Financial Corp
|
79,276 | $2,394,135 |
All Filings in FFWM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $708,000 | 120,000 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $739,200 | 120,000 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $668,400 | 120,000 | Shares | Defined | 2025-10-27 | |
| 2024-09-30 | $249,600 | 40,000 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $458,500 | 70,000 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $528,500 | 70,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $411,303 | 42,490 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $441,973 | 72,693 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $149,279 | 37,602 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $287,808 | 38,632 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||