Position in WBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,514,783
-$134,347 QoQ
Shares Held
45,993
-12.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $974,936,730 across 144 Banks - Regional names. WBS ranks #40 (0.4% 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
|
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 WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,514,783 | 45,993 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,649,130 | 52,566 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,329,028 | 148,221 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,319,655 | 156,791 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,666,655 | 158,730 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,957,978 | 154,374 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,914,991 | 161,445 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,385,540 | 158,454 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,165,106 | 141,434 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,492,364 | 127,878 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,505,654 | 128,165 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,159,074 | 127,985 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,346,796 | 141,637 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,048,071 | 229,530 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,607,245 | 245,189 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,033,453 | 244,103 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,705,659 | 206,540 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,612,182 | 224,736 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,187,234 | 57,078 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,859,857 | 52,513 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,287,540 | 99,129 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,887,153 | 88,680 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,129,586 | 50,524 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,344,928 | 50,925 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,471,811 | 51,444 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,180,883 | 51,567 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||