Position in FTF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$368,263
-$20,060 QoQ
Shares Held
63,167
+0.0% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FTF 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. FTF ranks #217 (0.0% 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 FTF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,263 | 63,167 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $388,323 | 63,142 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $156,192 | 24,520 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $83,639 | 13,028 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $84,076 | 13,015 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $84,539 | 12,751 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $120,306 | 18,037 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $97,661 | 15,404 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $89,465 | 14,269 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $85,387 | 14,021 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $86,000 | 13,916 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $85,364 | 13,813 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $84,021 | 13,530 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $83,022 | 13,434 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $88,157 | 13,041 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $98,153 | 12,949 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $122,533 | 13,480 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $121,324 | 13,347 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $121,756 | 13,220 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $122,714 | 13,353 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $143,033 | 15,184 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $125,808 | 14,749 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $123,778 | 14,631 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $113,848 | 14,503 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||