Position in WAL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,578,280
-$690,747 QoQ
Shares Held
92,848
+7.4% QoQ
Ownership
0.085%
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 94.15711700844392.ToString("F0")%
Shared 0.ToString("F0")%
None 5.842882991556091.ToString("F0")%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $880,896,390 across 149 Banks - Regional names. WAL ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
3,206,020 | $166,745,097 | |
| 2 | TFC |
Truist Financial Corp
|
2,826,310 | $129,925,468 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
396,988 | $82,609,230 | |
| 4 | MTB |
M&T Bank Corp
|
368,336 | $76,142,416 | |
| 5 | RF |
Regions Financial Corp
|
866,599 | $22,635,562 | |
| 6 | FITB |
Fifth Third Bancorp
|
484,205 | $22,496,162 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
315,789 | $18,937,864 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,174,613 | $18,382,692 |
All Filings in WAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,578,280 | 92,848 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,269,027 | 86,464 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,900,364 | 91,102 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,309,610 | 93,737 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,193,821 | 93,633 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,102,878 | 96,994 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,758,151 | 89,700 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,294,185 | 100,194 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,951,648 | 108,298 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,277,894 | 125,823 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,248,977 | 135,936 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,167,476 | 169,111 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,712,518 | 76,323 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,580,401 | 76,904 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,429,357 | 173,857 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,795,684 | 181,242 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,624,075 | 188,651 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $34,803,352 | 323,301 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $34,635,338 | 318,281 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,184,900 | 292,783 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $27,270,210 | 288,757 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,315,775 | 172,073 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,042,865 | 191,109 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,027,681 | 211,980 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,670,071 | 217,905 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||