STIFEL FINANCIAL CORP
Position in BTX — BlackRock Technology & Private Equity Term Trust
CIK 720672
ST. LOUIS, MO
Position in BTX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$957,639
+$542,724 QoQ
Shares Held
106,051
+68.7% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 119 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BTX 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. BTX ranks #151 (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 BTX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,639 | 106,051 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $414,915 | 62,866 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $589,401 | 89,439 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $789,165 | 117,786 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,050,008 | 143,053 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,256,869 | 200,778 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,598,690 | 214,878 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,005,452 | 265,623 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,264,557 | 313,217 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,710,024 | 332,927 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,726,913 | 372,021 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,920,011 | 419,542 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,364,682 | 428,622 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,911,966 | 487,169 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,887,065 | 570,788 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,677,525 | 643,401 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,590,347 | 704,074 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,003,475 | 527,083 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,280,494 | 431,946 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,201,122 | 121,609 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,490,919 | 122,645 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,476,825 | 72,750 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||