Position in UAL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,062,495
-$649,823 QoQ
Shares Held
44,124
+4.7% QoQ
Ownership
0.014%
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 93.62251835735654.ToString("F0")%
Shared 0.ToString("F0")%
None 6.37748164264346.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $52,591,593 across 11 Airlines names. UAL ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALK |
Alaska Air Group, Inc.
|
386,730 | $14,223,929 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
212,421 | $14,121,747 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
139,950 | $8,089,108 | |
| 4 | LUV |
Southwest Airlines Co
|
146,000 | $5,485,219 | |
| 5 | UAL |
United Airlines Holdings, Inc.
This page
|
44,124 | $4,062,495 | |
| 6 | JBLU |
Jetblue Airways Corp
|
608,444 | $2,689,321 | |
| 7 | AAL |
American Airlines Group Inc.
|
150,043 | $1,611,461 | |
| 8 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
122,391 | $886,110 |
All Filings in UAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,062,495 | 44,124 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,712,318 | 42,142 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,187,037 | 43,389 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,061,055 | 38,441 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,759,720 | 39,967 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $10,188,993 | 104,933 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,134,519 | 107,510 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,206,667 | 107,001 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,186,530 | 87,438 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,174,419 | 76,937 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,232,312 | 76,414 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,083,918 | 74,429 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,266,269 | 73,814 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,770,949 | 73,500 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,679,001 | 51,614 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,710,927 | 48,304 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,041,786 | 44,042 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,336,952 | 30,538 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,238,073 | 47,048 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,348,396 | 44,911 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,416,507 | 41,997 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $641,267 | 14,827 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $478,924 | 13,782 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $610,242 | 17,632 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $824,747 | 26,141 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||