STIFEL FINANCIAL CORP
Position in IGI — Western Asset Investment Grade Opportunity Trust Inc.
CIK 720672
ST. LOUIS, MO
Position in IGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$377,634
+$16,543 QoQ
Shares Held
23,441
+4.5% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 29 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IGI 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. IGI ranks #217 (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 IGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,634 | 23,441 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $361,091 | 22,442 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $272,745 | 16,530 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $170,538 | 10,218 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $183,192 | 11,049 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $181,667 | 10,957 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $163,491 | 10,024 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $691,791 | 40,503 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $790,896 | 45,743 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,078,673 | 61,358 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $941,679 | 59,487 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $930,240 | 57,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $797,250 | 47,091 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $757,573 | 46,534 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $584,505 | 38,203 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $287,566 | 17,046 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $333,740 | 17,828 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $451,496 | 20,654 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $391,832 | 17,738 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $404,279 | 18,368 | Shares | Defined | 2021-08-13 | |
| 2020-12-31 | $227,468 | 10,173 | Shares | Defined | 2021-02-12 | |
| 2020-06-30 | $296,871 | 13,725 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $553,898 | 29,557 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||