STIFEL FINANCIAL CORP
Position in PMO — Franklin Municipal Opportunities Trust
CIK 720672
ST. LOUIS, MO
Position in PMO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$835,371
-$5,563 QoQ
Shares Held
81,104
+3.2% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMO 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. PMO ranks #149 (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 PMO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $835,371 | 81,104 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $840,934 | 78,592 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $755,133 | 73,101 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $339,711 | 34,349 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $352,624 | 34,605 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $371,902 | 36,713 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $388,050 | 35,601 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $334,075 | 32,561 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $265,856 | 26,167 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $224,722 | 21,967 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $133,887 | 14,553 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $147,054 | 14,403 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $213,281 | 20,587 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $152,843 | 14,087 | Shares | Defined | 2023-02-13 | |
| 2021-06-30 | $599,974 | 42,431 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $579,161 | 43,221 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $592,407 | 43,273 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $562,495 | 43,369 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $555,904 | 43,498 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $576,123 | 48,292 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||