Position in PB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,254,019
+$272,048 QoQ
Shares Held
152,635
+5.7% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.22232777541194.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7776722245880696.ToString("F0")%
Common Shares in PB 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. PB ranks #14 (1.2% 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 PB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,254,019 | 152,635 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,981,971 | 144,436 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,003,522 | 150,769 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,508,733 | 121,138 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,355,357 | 117,071 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,429,856 | 111,876 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,165,026 | 113,293 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,640,782 | 108,616 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,187,912 | 109,272 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,847,198 | 86,331 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,565,562 | 83,649 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,659,769 | 82,503 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,031,720 | 81,790 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,178,236 | 85,006 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,190,304 | 77,839 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,142,301 | 75,323 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $554,415 | 7,991 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,298,652 | 17,962 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,284,750 | 18,062 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,298,287 | 18,082 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,369,962 | 18,293 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $540,453 | 7,792 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $258,372 | 4,985 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $309,132 | 5,206 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $251,334 | 5,209 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||