Position in PML
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,253,190
+$155,625 QoQ
Shares Held
558,895
+3.3% QoQ
Ownership
0.841%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 153 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in PML 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. PML ranks #57 (0.3% 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 PML
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,253,190 | 558,895 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,097,565 | 541,290 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,055,704 | 537,892 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,313,939 | 545,378 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,267,192 | 170,093 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,750,766 | 216,144 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,733,403 | 214,265 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,316,935 | 246,745 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,097,663 | 245,916 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,350,250 | 158,853 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,382,497 | 166,566 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,337,967 | 304,027 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,632,519 | 291,208 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,510,904 | 267,402 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,323,631 | 257,039 | Shares | Defined | 2023-02-13 | |
| 2022-06-30 | $1,897,005 | 176,630 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $263,936 | 22,951 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $312,916 | 21,418 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $303,496 | 20,590 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $282,372 | 18,725 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $253,629 | 17,045 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $243,743 | 17,045 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $217,484 | 16,110 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $216,679 | 16,110 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $203,790 | 16,110 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||