STIFEL FINANCIAL CORP
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 720672
ST. LOUIS, MO
Position in NAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$945,226
+$39,742 QoQ
Shares Held
77,989
+0.3% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 138 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAC 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. NAC ranks #152 (0.1% 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 NAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,226 | 77,989 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $905,484 | 77,724 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $993,079 | 84,088 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $968,553 | 84,222 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $844,742 | 75,626 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $802,996 | 71,441 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $738,049 | 65,372 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $451,629 | 37,984 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $390,359 | 33,856 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $258,407 | 23,449 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $285,822 | 25,773 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $375,558 | 38,918 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $470,182 | 43,057 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $449,373 | 40,815 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $404,818 | 36,569 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $422,465 | 38,511 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $453,793 | 36,804 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $432,435 | 32,960 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $709,618 | 45,372 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $416,914 | 26,572 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $432,277 | 27,273 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $455,637 | 30,662 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $355,259 | 23,434 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $306,269 | 21,035 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $173,437 | 12,154 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $297,469 | 21,729 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||