Position in WASH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$309,772
+$37,943 QoQ
Shares Held
9,258
+0.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WASH 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. WASH ranks #130 (0.0% 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 WASH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,772 | 9,258 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $271,829 | 9,199 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $276,369 | 9,563 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $251,296 | 8,886 | Shares | Defined | 2025-08-14 | |
| 2023-09-30 | $1,066,232 | 40,495 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $837,517 | 31,239 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||