Position in OBDC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,836,556
-$604,349 QoQ
Shares Held
904,927
-4.1% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 425 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in OBDC 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. OBDC ranks #25 (0.7% 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 OBDC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,836,556 | 904,927 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,440,905 | 944,024 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,039,802 | 1,049,059 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $13,278,590 | 1,039,827 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $15,403,296 | 1,074,149 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,502,037 | 989,225 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,212,277 | 1,006,103 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,806,344 | 878,953 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,440,232 | 809,911 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,969,007 | 908,258 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,333,105 | 903,327 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $12,888,144 | 930,552 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,728,278 | 948,456 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,726,214 | 929,914 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,893,058 | 943,122 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,341,450 | 900,815 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,867,131 | 881,357 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,826,704 | 529,547 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,287,951 | 373,443 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,482,012 | 317,423 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,124,544 | 218,959 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,505,134 | 181,927 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,840,130 | 145,350 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $684,525 | 56,760 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $171,769 | 13,931 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||