Position in ARES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,195,213
-$230,945 QoQ
Shares Held
199,400
-3.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#96
of 799 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names. ARES ranks #12 (1.5% 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 ARES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,195,213 | 199,400 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $22,426,158 | 205,556 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $27,102,763 | 167,684 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $24,190,235 | 151,293 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $26,508,605 | 153,052 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,585,242 | 147,229 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $27,495,589 | 155,316 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $23,687,678 | 152,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,303,607 | 137,332 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,765,318 | 126,074 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $11,129,247 | 93,586 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,203,368 | 60,303 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,845,167 | 60,666 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,952,550 | 47,370 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,065,358 | 44,789 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,744,071 | 60,437 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,606,006 | 45,832 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,495,407 | 43,031 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,543,968 | 92,826 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,253,058 | 98,240 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,399,092 | 69,179 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,921,843 | 87,843 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,829,775 | 60,144 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,757,977 | 68,233 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $935,173 | 23,556 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $793,385 | 25,651 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||