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Equibles

STIFEL FINANCIAL CORP

Position in CXE — Mfs High Income Municipal Trust

CIK 720672 ST. LOUIS, MO
Back to CXE Full portfolio

Position in CXE

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$0
+$0 QoQ
Shares Held
29,538
0.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CXE Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names.

# 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 CXE

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 — 29,538
2025-12-31 — 29,538
2025-09-30 — 29,538
2025-06-30 — 15,061
2025-03-31 — 15,061
2024-12-31 — 15,061
2024-09-30 — 15,061
2024-06-30 — 15,061
2024-03-31 — 17,118
2023-12-31 — 17,118
2023-09-30 — 17,118
2023-06-30 — 19,473
2022-03-31 — 15,264
2021-03-31 — 21,210
2020-12-31 — 23,210
2020-09-30 — 23,210
2020-06-30 — 15,262