Position in AMG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$988,127
+$120,397 QoQ
Shares Held
2,920
-6.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 562 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,476,870,285 across 286 Asset Management names. AMG ranks #147 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in AMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,127 | 2,920 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $867,730 | 3,136 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $904,909 | 3,139 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $656,635 | 2,754 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $524,981 | 2,668 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $475,188 | 2,828 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $540,704 | 2,924 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $532,154 | 2,993 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $684,755 | 4,383 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $758,638 | 4,530 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,297,645 | 15,174 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,057,675 | 15,787 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,445,904 | 16,318 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,411,881 | 16,935 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,684,278 | 16,943 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,803,692 | 16,126 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,784,795 | 15,307 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,784,566 | 12,661 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,730,976 | 28,758 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,375,866 | 28,962 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,498,612 | 29,172 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,922,915 | 26,323 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,769,187 | 27,229 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,052,561 | 30,017 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,545,850 | 34,145 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,941,682 | 32,832 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||