Position in HQH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$262,740
-$206,441 QoQ
Shares Held
14,769
-40.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQH 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. HQH ranks #237 (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 HQH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,740 | 14,769 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $469,181 | 24,772 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $286,536 | 15,522 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $245,129 | 15,825 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $265,442 | 16,345 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $224,298 | 13,975 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $187,596 | 10,075 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $200,015 | 12,071 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $191,404 | 12,309 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $239,398 | 14,041 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $250,699 | 14,204 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $275,220 | 15,290 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $235,405 | 13,623 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $246,202 | 13,173 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $231,023 | 11,123 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $211,606 | 8,906 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $275,746 | 10,784 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $241,732 | 9,395 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $255,645 | 10,473 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $234,319 | 9,833 | Shares | Defined | 2021-02-12 | |
| 2020-06-30 | $205,514 | 9,635 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||