Position in PFIS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$608,921
+$52,751 QoQ
Shares Held
11,418
0.0% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFIS 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.
| # | 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 PFIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $608,921 | 11,418 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $556,170 | 11,418 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $598,291 | 12,308 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $607,645 | 12,308 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $547,336 | 12,308 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $629,923 | 12,308 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $576,999 | 12,308 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $349,792 | 7,681 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $331,127 | 7,681 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $374,064 | 7,681 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $308,008 | 7,681 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $336,350 | 7,681 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $332,971 | 7,681 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $398,183 | 7,681 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $359,778 | 7,681 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $428,907 | 7,681 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $387,736 | 7,681 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $404,711 | 7,681 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $350,023 | 7,681 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $327,210 | 7,681 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $324,445 | 7,681 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $282,353 | 7,681 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $266,991 | 7,681 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $293,337 | 7,681 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $305,242 | 7,681 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||