STIFEL FINANCIAL CORP
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 720672
ST. LOUIS, MO
Position in CHI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$851,005
+$72,373 QoQ
Shares Held
79,237
+6.6% QoQ
Ownership
0.098%
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 100%
Shared 0%
None 0%
Common Shares in CHI 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. CHI ranks #147 (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 CHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $851,005 | 79,237 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $778,632 | 74,297 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $401,193 | 37,182 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $388,356 | 36,916 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $258,508 | 26,956 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $277,819 | 23,268 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $297,658 | 25,572 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $315,478 | 27,103 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $307,074 | 27,055 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $295,270 | 28,501 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $350,138 | 33,220 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $353,920 | 31,600 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $296,611 | 28,195 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $319,220 | 30,373 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $230,139 | 23,824 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $243,944 | 22,756 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $279,642 | 21,169 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,200,655 | 79,461 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,179,022 | 78,759 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,187,189 | 78,259 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,118,189 | 78,635 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,027,631 | 75,896 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $599,797 | 54,527 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $264,999 | 24,906 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $175,840 | 21,084 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||