Position in MCR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$0
+$0 QoQ
Shares Held
110,446
-7.8% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MCR 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.
| # | 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 MCR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 110,446 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | — | 119,775 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | — | 164,498 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | — | 156,714 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | — | 171,667 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | — | 180,796 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | — | 179,664 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | — | 158,314 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | — | 150,630 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | — | 133,641 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | — | 135,837 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | — | 121,471 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | — | 119,100 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | — | 119,274 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | — | 118,978 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 120,103 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | — | 132,340 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | — | 135,407 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | — | 137,385 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | — | 155,549 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | — | 158,556 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | — | 168,330 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | — | 131,852 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | — | 149,366 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | — | 138,050 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||