STIFEL FINANCIAL CORP
Position in DBL — DoubleLine Opportunistic Credit Fund
CIK 720672
ST. LOUIS, MO
Position in DBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,923,828
-$635,522 QoQ
Shares Held
133,785
-23.7% QoQ
Ownership
0.677%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 78 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in DBL 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. DBL ranks #104 (0.1% 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 DBL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,923,828 | 133,785 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,559,350 | 175,298 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,059,744 | 200,639 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,894,129 | 314,129 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,142,941 | 269,372 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,736,594 | 175,086 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,301,703 | 148,497 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,692,233 | 106,968 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,685,836 | 109,755 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,516,603 | 98,353 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,415,730 | 92,230 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,256,737 | 86,196 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,070,214 | 73,757 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $173,237 | 12,217 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $181,422 | 12,217 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $167,865 | 11,617 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $197,928 | 12,704 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $565,867 | 33,763 | Shares | Defined | 2022-05-13 | |
| 2021-06-30 | $216,266 | 10,781 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $207,033 | 10,488 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $281,191 | 14,310 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $295,163 | 15,486 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $892,241 | 47,084 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $711,411 | 41,603 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||