Position in BHK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,458,839
-$77,028 QoQ
Shares Held
159,262
-0.6% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 104 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 62.298602303123154.ToString("F0")%
Shared 0.ToString("F0")%
None 37.701397696876846.ToString("F0")%
Common Shares in BHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,341,614,829 across 284 Asset Management names. BHK ranks #113 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,948,494 | $224,057,322 | |
| 2 | BLK |
BlackRock, Inc.
|
115,577 | $111,151,553 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
2,447,859 | $99,064,851 | |
| 4 | TROW |
Price T Rowe Group Inc
|
771,208 | $69,516,687 | |
| 5 | ARCC |
Ares Capital Corp
|
2,638,719 | $47,549,713 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
858,339 | $30,419,533 | |
| 7 | AMP |
Ameriprise Financial Inc
|
61,117 | $27,160,394 | |
| 8 | APO |
Apollo Global Management, Inc.
|
242,468 | $27,015,782 |
All Filings in BHK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,458,839 | 159,262 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,535,867 | 160,153 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,703,576 | 171,386 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,104,068 | 216,468 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,569,192 | 144,626 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,640,148 | 156,802 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,087,760 | 173,402 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,109,796 | 198,103 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,450,163 | 226,867 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,506,332 | 229,728 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,673,694 | 369,587 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,775,465 | 354,837 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,025,402 | 463,598 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,817,482 | 464,112 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,960,290 | 496,029 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,758,008 | 508,658 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,038,980 | 541,460 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,761,525 | 712,388 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,926,329 | 720,189 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,712,580 | 708,994 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,350,997 | 850,382 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,512,590 | 890,343 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,632,343 | 870,520 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $11,555,965 | 751,852 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,298,346 | 1,005,166 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||