Position in VAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$202,844
-$76,666 QoQ
Shares Held
2,794
-2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 332 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in VAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,932,602 across 6 Oil & Gas Drilling names. VAL ranks #6 (4.1% of the industry book) .
All Filings in VAL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,844 | 2,794 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $279,510 | 2,851 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $206,034 | 4,088 | Shares | Defined | 2026-02-13 | |
| 2024-12-31 | $2,398,736 | 54,221 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $4,830,356 | 64,837 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $247,228 | 3,285 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $234,919 | 3,426 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $259,730 | 3,464 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $217,988 | 3,464 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $268,241 | 4,123 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,070,794 | 30,624 | Shares | Defined | 2023-02-13 | |
| 2022-03-31 | $3,482,353 | 67,007 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||