STIFEL FINANCIAL CORP
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 720672
ST. LOUIS, MO
Position in ETJ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$441,121
+$49,354 QoQ
Shares Held
53,340
+11.2% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in ETJ 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. ETJ ranks #204 (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 ETJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,121 | 53,340 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $391,767 | 47,952 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $452,377 | 51,290 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $512,340 | 56,990 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $667,965 | 73,890 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $663,179 | 78,390 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $651,606 | 69,990 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $636,328 | 69,091 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $470,555 | 53,594 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $373,796 | 44,766 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $374,485 | 47,766 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $366,842 | 47,766 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,246,587 | 151,653 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,272,580 | 160,073 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,209,450 | 161,260 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,430,470 | 172,971 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $611,781 | 73,005 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $458,856 | 46,443 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $533,110 | 49,870 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $496,475 | 46,443 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $523,756 | 45,465 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $490,112 | 45,465 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $471,472 | 45,465 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $415,960 | 43,465 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $380,153 | 39,765 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $330,844 | 39,765 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||