STIFEL FINANCIAL CORP

Position in PHK — Pimco High Income Fund

CIK 720672 ST. LOUIS, MO

Position in PHK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$191,922

-$1,948 QoQ

Shares Held

41,452

+3.9% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $1,341,614,829 across 284 Asset Management names. PHK ranks #262 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$191,922	41,452	+3.9%	Shares	Defined	2026-05-12
2025-12-31	$193,870	39,891	-11.5%	Shares	Defined	2026-02-13
2025-09-30	$224,849	45,060	+6.5%	Shares	Defined	2025-11-12
2025-06-30	$203,102	42,313	+11.4%	Shares	Defined	2025-08-14
2025-03-31	$185,790	37,994	-8.0%	Shares	Defined	2025-05-14
2024-12-31	$200,718	41,300	+32.1%	Shares	Defined	2025-02-13
2024-09-30	$156,320	31,264	-7.0%	Shares	Defined	2024-11-14
2024-06-30	$162,120	33,635	+2.5%	Shares	Defined	2024-08-13
2024-03-31	$162,150	32,824	-1.9%	Shares	Defined	2024-05-14
2023-12-31	$167,035	33,474	+117.1%	Shares	Defined	2024-02-12
2023-09-30	$68,156	15,420	+4.1%	Shares	Defined	2023-11-13
2023-06-30	$74,040	14,808	—	Shares	Defined	2023-08-14
No filing history on record for this holder in this stock.