STIFEL FINANCIAL CORP
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 720672
ST. LOUIS, MO
Position in EVV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,052,888
+$254,909 QoQ
Shares Held
323,057
+14.4% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.7423210145578.ToString("F0")%
Shared 0.ToString("F0")%
None 15.257678985442197.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,341,614,829 across 284 Asset Management names. EVV ranks #73 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,948,494 | $224,057,322 | |
| 2 | BLK |
BlackRock, Inc.
|
115,577 | $111,151,553 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
2,447,859 | $99,064,851 | |
| 4 | TROW |
Price T Rowe Group Inc
|
771,208 | $69,516,687 | |
| 5 | ARCC |
Ares Capital Corp
|
2,638,719 | $47,549,713 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
858,339 | $30,419,533 | |
| 7 | AMP |
Ameriprise Financial Inc
|
61,117 | $27,160,394 | |
| 8 | APO |
Apollo Global Management, Inc.
|
242,468 | $27,015,782 |
All Filings in EVV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,052,888 | 323,057 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,797,979 | 282,339 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,908,817 | 286,583 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,337,384 | 422,747 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,127,059 | 413,533 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,550,134 | 363,371 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,694,201 | 351,494 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,090,375 | 317,287 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,809,267 | 288,130 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,051,335 | 318,511 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,976,157 | 329,221 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,993,019 | 319,767 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,151,251 | 319,924 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,017,495 | 321,352 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,961,530 | 321,556 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,347,085 | 324,016 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,544,935 | 388,456 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,244,346 | 247,660 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,130,270 | 161,629 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,910,262 | 144,062 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,328,852 | 105,214 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $662,197 | 52,849 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $378,059 | 33,427 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $509,877 | 45,242 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $208,831 | 19,757 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||