STIFEL FINANCIAL CORP
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 720672
ST. LOUIS, MO
Position in FINS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,908,505
+$171,931 QoQ
Shares Held
383,477
+3.2% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 44 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FINS 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. FINS ranks #54 (0.3% 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 FINS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,908,505 | 383,477 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,736,574 | 371,496 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,523,906 | 418,161 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,254,173 | 400,776 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,209,497 | 401,348 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,385,906 | 325,364 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,726,688 | 293,440 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,376,559 | 255,413 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,850,443 | 230,432 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,885,702 | 231,041 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,611,374 | 219,259 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,421,418 | 118,058 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,295,946 | 109,733 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,396,471 | 113,258 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,239,751 | 96,780 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,057,273 | 78,901 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,170,759 | 80,299 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,324,054 | 83,854 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,731,794 | 101,512 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $379,818 | 22,316 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $323,514 | 17,993 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $223,568 | 12,834 | Shares | Defined | 2021-05-14 | |
| 2020-06-30 | $442,965 | 26,211 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $342,684 | 20,040 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||