STIFEL FINANCIAL CORP
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 720672
ST. LOUIS, MO
Position in CLM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$441,126
+$71,783 QoQ
Shares Held
58,350
+15.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 145 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLM 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. CLM ranks #203 (0.0% 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 CLM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,126 | 58,350 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $369,343 | 50,734 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $391,741 | 46,859 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $418,396 | 50,531 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $383,385 | 47,215 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $306,524 | 41,915 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $356,095 | 42,118 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $212,486 | 28,110 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $208,126 | 27,462 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $193,825 | 26,187 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $179,135 | 25,313 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $121,335 | 15,314 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $93,919 | 11,387 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||