Position in GAM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,368,057
+$297,226 QoQ
Shares Held
37,146
+4.9% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 106 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GAM 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. GAM ranks #93 (0.2% 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 GAM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,368,057 | 37,146 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,070,831 | 35,417 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,047,386 | 34,861 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,180,895 | 35,057 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,891,742 | 33,757 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,716,609 | 34,080 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,738,420 | 34,080 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,827,028 | 34,080 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,704,401 | 34,280 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,627,617 | 34,995 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,467,988 | 34,179 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,406,124 | 34,179 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,495,453 | 35,845 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,394,728 | 35,845 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,327,644 | 36,726 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $833,590 | 24,626 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $871,447 | 24,645 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,067,101 | 25,126 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $982,742 | 22,234 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $864,343 | 20,073 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $923,109 | 21,260 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $759,868 | 19,073 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $660,122 | 17,750 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||