Position in CHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$214,249
-$17,565 QoQ
Shares Held
29,511
-5.7% QoQ
Ownership
0.046%
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 CHW 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. CHW ranks #251 (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 CHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,249 | 29,511 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $231,814 | 31,284 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $199,409 | 26,447 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $206,519 | 28,965 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $134,355 | 21,026 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $153,683 | 22,768 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $170,925 | 23,839 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $166,807 | 24,316 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $144,554 | 22,205 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $136,852 | 23,718 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $122,034 | 22,028 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $166,620 | 27,678 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $147,879 | 24,729 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $135,141 | 24,219 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $135,567 | 22,334 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $152,072 | 22,298 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $197,713 | 22,265 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $224,554 | 22,523 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $215,325 | 22,500 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $243,717 | 22,237 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $227,190 | 22,230 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $202,002 | 21,130 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $171,591 | 21,106 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $171,244 | 23,426 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $123,628 | 21,538 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||