Position in LOB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,119,584
+$1,974 QoQ
Shares Held
33,855
+4.1% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 99.50967360803426.ToString("F0")%
Shared 0.ToString("F0")%
None 0.49032639196573624.ToString("F0")%
Common Shares in LOB 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. LOB ranks #75 (0.1% 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 LOB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,119,584 | 33,855 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,117,610 | 32,536 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,243,230 | 35,299 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $875,196 | 29,369 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $712,808 | 26,737 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $901,383 | 22,791 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $934,135 | 19,720 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $433,446 | 12,363 | Shares | Defined | 2024-08-13 | |
| 2022-12-31 | $806,007 | 26,689 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $972,743 | 31,789 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,078,312 | 31,818 | Shares | Defined | 2022-08-15 | |
| 2021-12-31 | $311,625 | 3,570 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,403,805 | 22,062 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,263,898 | 21,422 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||