Position in WTFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,657,182
+$1,260,295 QoQ
Shares Held
53,865
+1.2% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $975,059,231 across 144 Banks - Regional names. WTFC ranks #19 (0.9% 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 WTFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,657,182 | 53,865 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $7,396,887 | 53,238 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,762,805 | 55,520 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,380,748 | 55,729 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,074,546 | 57,062 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,505,135 | 57,844 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,857,801 | 54,990 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,066,392 | 55,896 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,603,529 | 56,854 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,736,439 | 54,952 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,198,884 | 45,271 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,805,879 | 50,409 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,712,915 | 51,128 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,474,754 | 33,924 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,179,306 | 13,953 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,184,350 | 14,523 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,090,520 | 13,606 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,404,078 | 15,109 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,276,473 | 14,055 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,164,079 | 14,484 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,035,147 | 13,687 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,060,214 | 13,987 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,012,261 | 16,570 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $692,424 | 17,289 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $881,342 | 20,205 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $489,449 | 14,895 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||