STIFEL FINANCIAL CORP
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 720672
ST. LOUIS, MO
Position in PDO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$569,517
+$3,002 QoQ
Shares Held
43,080
-1.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 137 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDO 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. PDO ranks #186 (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 PDO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,517 | 43,080 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $566,515 | 43,814 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $613,970 | 44,362 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $615,575 | 43,596 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $600,951 | 44,581 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,581,112 | 113,913 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,571,547 | 115,640 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,554,738 | 110,109 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,441,951 | 108,499 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,510,848 | 114,719 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,224,268 | 100,022 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,775,215 | 149,429 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,076,435 | 158,992 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,877,037 | 151,374 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,344,482 | 183,593 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,912,312 | 220,797 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,755,596 | 198,960 | Shares | Defined | 2022-08-15 | |
| 2021-12-31 | $651,797 | 33,323 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $671,779 | 32,020 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $472,663 | 20,391 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $472,447 | 23,540 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||