Position in HWC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,269,044
+$165,376 QoQ
Shares Held
16,984
-2.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 393 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HWC 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. HWC ranks #73 (0.1% 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 HWC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,269,044 | 16,984 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,103,668 | 17,356 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $810,200 | 12,723 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $812,803 | 12,982 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $865,362 | 15,076 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $764,301 | 14,572 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $797,379 | 14,572 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $727,125 | 14,210 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $769,010 | 16,078 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $762,330 | 16,558 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $804,018 | 16,547 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $694,191 | 18,767 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $602,566 | 15,700 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $546,728 | 15,020 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,235,037 | 46,188 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,815,449 | 39,630 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,752,186 | 39,526 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,173,716 | 41,682 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,217,286 | 24,336 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,143,225 | 24,262 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $578,964 | 13,028 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $520,965 | 12,401 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $252,155 | 7,412 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||