Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$133,663,669
+$3,738,201 QoQ
Shares Held
2,682,932
-5.1% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#50
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $966,747,704 across 144 Banks - Regional names. TFC ranks #2 (13.8% 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
This page
|
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 TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,663,669 | 2,682,932 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $129,925,468 | 2,826,310 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $137,291,617 | 2,789,913 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $130,083,914 | 2,845,230 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $129,918,960 | 3,022,074 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $111,840,965 | 2,717,885 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $97,291,057 | 2,242,763 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $93,320,501 | 2,181,915 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $90,251,034 | 2,323,064 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $110,645,623 | 2,838,523 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $108,266,456 | 2,932,461 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $88,844,518 | 3,105,366 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $104,651,500 | 3,448,155 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $121,098,816 | 3,551,285 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $147,623,748 | 3,430,717 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $154,434,156 | 3,546,949 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $168,878,875 | 3,560,592 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $193,489,257 | 3,412,509 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $222,903,183 | 3,807,057 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $221,484,449 | 3,776,376 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $201,902,227 | 3,637,878 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $209,837,048 | 3,598,029 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $160,618,362 | 3,351,103 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $122,622,895 | 3,222,678 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $106,922,984 | 2,847,483 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $93,401,929 | 3,028,597 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||