Position in IFN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$120,472
-$66,417 QoQ
Shares Held
10,253
-19.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 67 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IFN 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. IFN ranks #279 (0.0% 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 IFN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,472 | 10,253 | Shares | Defined | 2026-08-12 | |
| 2025-09-30 | $186,889 | 12,757 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $483,981 | 29,279 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $530,959 | 33,669 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $527,419 | 33,487 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,047,031 | 55,049 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $790,929 | 44,285 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $764,123 | 37,329 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $690,794 | 37,769 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $800,900 | 45,976 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $737,885 | 44,451 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $670,485 | 44,315 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $521,962 | 35,244 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $190,628 | 11,855 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $193,725 | 11,885 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $209,512 | 10,850 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $238,091 | 11,284 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $262,255 | 11,358 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $244,832 | 11,149 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $242,578 | 11,309 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $388,561 | 19,467 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $314,523 | 19,062 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $313,315 | 20,240 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $244,805 | 17,974 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||