Position in MCHB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$166,838
-$70,224 QoQ
Shares Held
10,493
-34.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 142 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCHB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $975,059,231 across 144 Banks - Regional names. MCHB ranks #143 (0.0% 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 MCHB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,838 | 10,493 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $237,062 | 16,072 | Shares | Defined | 2026-05-12 | |
| 2024-06-30 | $296,115 | 25,975 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $170,065 | 11,300 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $106,090 | 10,300 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $129,017 | 16,562 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $98,047 | 16,562 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $324,935 | 18,062 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $498,149 | 18,062 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $520,366 | 18,062 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $626,209 | 18,062 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $784,707 | 16,562 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $861,224 | 16,562 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $681,526 | 16,562 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $674,735 | 16,562 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $729,887 | 16,562 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $558,967 | 16,562 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $426,637 | 16,562 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $407,590 | 16,562 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $363,771 | 16,364 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||