STIFEL FINANCIAL CORP
Position in ETX — Eaton Vance Municipal Income 2028 Term Trust
CIK 720672
ST. LOUIS, MO
Position in ETX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$615,525
+$42,510 QoQ
Shares Held
32,828
+5.2% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 42 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ETX 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. ETX ranks #183 (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 ETX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,525 | 32,828 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $573,015 | 31,210 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $592,621 | 31,691 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,139,298 | 59,031 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $893,476 | 49,610 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $887,045 | 48,552 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $855,000 | 48,552 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $805,232 | 42,650 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $735,845 | 39,350 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $323,796 | 18,150 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $351,759 | 20,286 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $361,010 | 21,286 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $395,303 | 22,486 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $417,815 | 23,486 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $459,764 | 25,786 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $482,198 | 25,786 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $579,372 | 27,962 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $630,612 | 30,867 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $516,645 | 24,030 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $562,894 | 25,208 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $829,419 | 35,628 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,108,809 | 50,700 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,333,019 | 56,918 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,164,486 | 55,320 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,343,998 | 65,850 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,617,912 | 81,343 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||