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Equibles

STIFEL FINANCIAL CORP

Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund

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

Position in EVT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,319,145
+$121,106 QoQ
Shares Held
47,657
-2.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 157 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in EVT 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. EVT ranks #128 (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 EVT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,319,145 47,657
2026-03-31 $1,198,039 48,800
2025-12-31 $1,303,945 51,785
2025-09-30 $1,331,644 54,464
2025-06-30 $1,344,779 55,800
2025-03-31 $1,248,993 53,674
2024-12-31 $1,204,688 50,091
2024-09-30 $1,205,686 48,833
2024-06-30 $1,135,689 48,763
2024-03-31 $1,167,444 49,468
2023-12-31 $1,712,248 76,955
2023-09-30 $1,592,926 75,209
2023-06-30 $1,092,794 48,035
2023-03-31 $1,024,164 45,297
2022-12-31 $984,754 43,191
2022-09-30 $1,419,817 65,279
2022-06-30 $1,609,791 67,440
2022-03-31 $2,222,765 76,700
2021-12-31 $2,122,268 71,241
2021-09-30 $1,921,856 70,013
2021-06-30 $1,912,549 69,195
2021-03-31 $1,954,119 74,386
2020-12-31 $1,186,756 50,180
2020-09-30 $1,055,269 53,567
2020-06-30 $624,857 32,477
2020-03-31 $440,406 26,168