STIFEL FINANCIAL CORP
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 720672
ST. LOUIS, MO
Position in NKX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$435,141
+$87,328 QoQ
Shares Held
34,728
+18.8% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 85 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NKX 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. NKX ranks #207 (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 NKX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,141 | 34,728 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $347,813 | 29,228 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $247,705 | 19,912 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $252,272 | 19,911 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $200,396 | 17,026 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $211,839 | 16,826 | Shares | Defined | 2025-05-14 | |
| 2022-03-31 | $167,899 | 12,382 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $230,136 | 14,538 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $252,995 | 15,436 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $251,606 | 15,436 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $259,575 | 16,801 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,011,239 | 64,165 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $227,293 | 14,885 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $156,123 | 10,457 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $148,368 | 10,478 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||