STIFEL FINANCIAL CORP
Position in BTO — John Hancock Financial Opportunities Fund
CIK 720672
ST. LOUIS, MO
Position in BTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,914,484
+$251,440 QoQ
Shares Held
99,302
-2.8% QoQ
Ownership
0.501%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BTO 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. BTO ranks #60 (0.3% 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 BTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,914,484 | 99,302 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,663,044 | 102,120 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,042,593 | 86,733 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,109,787 | 86,431 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,085,648 | 87,116 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,925,785 | 85,775 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,557,616 | 71,662 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,854,240 | 55,918 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,234,189 | 79,764 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,354,360 | 79,593 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,230,311 | 74,146 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,127,926 | 81,033 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,307,136 | 86,023 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,777,399 | 90,943 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,749,873 | 82,554 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,345,223 | 74,310 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,724,005 | 73,364 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,348,162 | 58,412 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,697,933 | 57,908 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,627,963 | 38,287 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,527,615 | 40,693 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,523,646 | 39,637 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,244,410 | 41,002 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $986,230 | 46,021 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,150,598 | 50,135 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $990,708 | 54,019 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||