Position in SF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,384,808
-$1,115,156 QoQ
Shares Held
34,181
-27.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#214
of 596 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026REGIONS FINANCIAL CORP holds $164,790,759 across 8 Capital Markets names. SF ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,319 | $84,266,336 | |
| 2 | MS |
Morgan Stanley
|
328,070 | $68,579,752 | |
| 3 | MC |
Moelis & Co
|
82,564 | $5,401,336 | |
| 4 | SF |
Stifel Financial Corp
This page
|
34,181 | $2,384,808 | |
| 5 | SCHW |
Schwab Charles Corp
|
20,537 | $1,894,948 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
12,347 | $1,656,103 | |
| 7 | PIPR |
Piper Sandler Companies
|
4,435 | $320,827 | |
| 8 | HUT |
Hut 8 Corp.
|
2,483 | $286,649 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,384,808 | 34,181 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,499,964 | 47,348 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,466,472 | 35,669 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $4,739,303 | 41,767 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $4,283,729 | 41,277 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,010,193 | 31,935 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,397,530 | 32,028 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,084,238 | 32,846 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,781,830 | 33,058 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,625,494 | 33,587 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,335,263 | 33,771 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,072,248 | 33,728 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,035,939 | 34,120 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,958,890 | 33,151 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,794,292 | 30,740 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,678,043 | 32,326 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,686,707 | 30,109 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $2,284,021 | 33,638 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $2,324,917 | 33,015 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $2,143,799 | 31,545 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,918,882 | 29,585 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $1,756,013 | 27,412 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,341,327 | 26,582 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $864,069 | 17,090 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $781,693 | 16,481 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $632,203 | 15,315 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||