STIFEL FINANCIAL CORP
Position in PAI — Western Asset Investment Grade Income Fund Inc.
CIK 720672
ST. LOUIS, MO
Position in PAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$879,027
+$362,575 QoQ
Shares Held
72,527
+69.9% QoQ
Ownership
0.763%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 38 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAI 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. PAI ranks #156 (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 PAI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,027 | 72,527 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $516,452 | 42,682 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $450,128 | 36,068 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $462,648 | 36,088 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $507,479 | 39,097 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $456,329 | 35,512 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $423,563 | 33,858 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $409,205 | 31,820 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $404,655 | 33,498 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $380,864 | 31,244 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $303,516 | 25,209 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $267,176 | 23,749 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $237,007 | 20,379 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $214,454 | 17,961 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $132,486 | 11,441 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $124,466 | 11,123 | Shares | Defined | 2022-11-14 | |
| 2021-06-30 | $163,088 | 10,421 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $294,525 | 19,415 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $346,540 | 21,795 | Shares | Defined | 2021-02-12 | |
| 2020-03-31 | $375,614 | 28,157 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||