Position in MHD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,930,341
+$552,072 QoQ
Shares Held
498,348
+4.5% QoQ
Ownership
0.956%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 207 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MHD 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. MHD ranks #50 (0.4% 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 MHD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,930,341 | 498,348 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,378,269 | 476,797 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $417,920 | 35,598 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $477,543 | 40,642 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $373,721 | 33,368 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $386,363 | 32,910 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $390,828 | 33,490 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $442,825 | 35,006 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $432,906 | 35,807 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $426,399 | 35,298 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $377,415 | 31,689 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $308,866 | 29,958 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $334,095 | 28,727 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $335,459 | 27,839 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $288,701 | 23,781 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $273,116 | 24,277 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $163,789 | 12,907 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $372,128 | 26,151 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $439,195 | 26,205 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $428,975 | 26,205 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $441,565 | 26,315 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $302,208 | 18,888 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||