Position in PEO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,192,675
+$253,921 QoQ
Shares Held
42,902
-0.6% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,341,614,829 across 284 Asset Management names. PEO ranks #125 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,948,494 | $224,057,322 | |
| 2 | BLK |
BlackRock, Inc.
|
115,577 | $111,151,553 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
2,447,859 | $99,064,851 | |
| 4 | TROW |
Price T Rowe Group Inc
|
771,208 | $69,516,687 | |
| 5 | ARCC |
Ares Capital Corp
|
2,638,719 | $47,549,713 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
858,339 | $30,419,533 | |
| 7 | AMP |
Ameriprise Financial Inc
|
61,117 | $27,160,394 | |
| 8 | APO |
Apollo Global Management, Inc.
|
242,468 | $27,015,782 |
All Filings in PEO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,192,675 | 42,902 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $938,754 | 43,181 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,148,285 | 53,359 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,197,916 | 56,056 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,278,728 | 56,060 | Shares | Defined | 2025-05-14 | |
| 2024-09-30 | $1,724,317 | 74,260 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,715,927 | 72,678 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,636,199 | 70,954 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,393,597 | 67,552 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,515,099 | 65,532 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,366,937 | 65,655 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,341,211 | 65,234 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,425,981 | 65,412 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,055,374 | 54,233 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,062,283 | 54,560 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $785,712 | 37,540 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $263,295 | 15,938 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $230,705 | 14,704 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $627,507 | 38,735 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $554,846 | 37,719 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $359,678 | 31,634 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $152,030 | 15,545 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $169,604 | 14,930 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $128,693 | 15,524 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||