Position in SF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,499,964
+$522,316 QoQ
Shares Held
47,348
+32.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $114,850,964 across 6 Capital Markets names. SF ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,191 | $69,532,763 | |
| 2 | MS |
Morgan Stanley
|
196,183 | $32,285,836 | |
| 3 | MC |
Moelis & Co
|
91,547 | $5,218,179 | |
| 4 | SF |
Stifel Financial Corp
This page
|
47,348 | $3,499,964 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
16,429 | $2,359,532 | |
| 6 | SCHW |
Schwab Charles Corp
|
20,799 | $1,954,690 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,499,964 | 47,348 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,977,648 | 35,669 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $3,159,535 | 41,767 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $2,855,819 | 41,277 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,006,795 | 31,935 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,265,020 | 32,028 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,056,159 | 32,846 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,854,553 | 33,058 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $1,750,329 | 33,587 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,556,842 | 33,771 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,381,498 | 33,728 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,357,292 | 34,120 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,305,926 | 33,151 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,196,194 | 30,740 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,118,695 | 32,326 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,124,471 | 30,109 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $1,522,681 | 33,638 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $1,549,944 | 33,015 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $1,429,198 | 31,545 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,279,254 | 29,585 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $1,170,675 | 27,412 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $894,217 | 26,582 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $384,030 | 17,090 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $347,418 | 16,481 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $280,979 | 15,315 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||