STIFEL FINANCIAL CORP
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 720672
ST. LOUIS, MO
Position in JPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,779,752
+$480,226 QoQ
Shares Held
479,664
+9.6% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 328 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,476,870,285 across 286 Asset Management names. JPC ranks #62 (0.3% 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 JPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,779,752 | 479,664 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,299,526 | 437,603 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,894,007 | 480,149 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,834,549 | 467,628 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,799,880 | 598,489 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,013,191 | 629,798 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,623,385 | 588,217 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,477,969 | 554,891 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,154,342 | 556,137 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,952,967 | 549,787 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,484,630 | 515,478 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,672,170 | 264,166 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,347,924 | 208,013 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,224,491 | 186,093 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,701,314 | 233,697 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,540,905 | 221,713 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,424,797 | 186,248 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,408,458 | 164,156 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,476,434 | 151,274 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,518,184 | 153,352 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,583,895 | 158,707 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,493,564 | 157,383 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,431,146 | 150,647 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,307,646 | 154,022 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,249,774 | 151,856 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,106,900 | 150,804 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||