STIFEL FINANCIAL CORP
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 720672
ST. LOUIS, MO
Position in BTZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$172,265
-$8,021 QoQ
Shares Held
17,056
+2.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in BTZ 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. BTZ ranks #266 (0.0% 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 BTZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,265 | 17,056 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $180,286 | 16,647 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $183,617 | 16,617 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $177,787 | 16,281 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $162,868 | 15,193 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $175,403 | 16,769 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $188,961 | 16,752 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $192,404 | 17,965 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $214,579 | 20,073 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $297,783 | 28,855 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $303,225 | 31,325 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $676,708 | 66,671 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $402,903 | 39,155 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $413,089 | 40,900 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $374,396 | 39,245 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $452,489 | 41,551 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $569,256 | 45,323 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,224,630 | 147,816 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,287,634 | 150,999 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,072,789 | 197,100 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,832,491 | 192,949 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,880,453 | 195,816 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,840,174 | 199,731 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,913,847 | 220,746 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,602,651 | 223,212 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||