Position in CNS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,959,754
-$37,654 QoQ
Shares Held
31,331
-1.5% QoQ
Ownership
0.061%
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 96.62634451501707.ToString("F0")%
Shared 0.ToString("F0")%
None 3.3736554849829243.ToString("F0")%
Common Shares in CNS 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. CNS ranks #97 (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 CNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,959,754 | 31,331 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,997,408 | 31,816 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,914,198 | 44,417 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,519,823 | 46,713 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,883,056 | 48,387 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,351,706 | 47,127 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,340,201 | 45,234 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,973,072 | 40,974 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,004,707 | 39,078 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,741,955 | 36,207 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,234,333 | 35,641 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,988,650 | 34,293 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,993,440 | 31,167 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,654,349 | 25,625 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,475,875 | 23,565 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,388,041 | 21,828 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,498,351 | 17,445 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,310,681 | 14,168 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $994,098 | 11,867 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $794,138 | 9,674 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $569,481 | 8,717 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $611,711 | 8,233 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $559,406 | 10,036 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $682,337 | 10,027 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $375,098 | 8,253 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||