Position in PPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$171,725
-$112 QoQ
Shares Held
49,205
+1.7% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 100 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPT 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. PPT ranks #264 (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 PPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,725 | 49,205 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $171,837 | 48,405 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $160,365 | 45,301 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $165,171 | 44,762 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $163,234 | 44,478 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $150,547 | 41,703 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $146,682 | 41,203 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $169,457 | 45,431 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $144,821 | 40,453 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $247,649 | 70,355 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $212,411 | 59,499 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $171,211 | 51,108 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $168,175 | 47,777 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $132,154 | 37,122 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $87,497 | 24,104 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $62,513 | 17,462 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $70,596 | 18,578 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $139,717 | 35,017 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $56,777 | 12,424 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $433,444 | 93,014 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $448,282 | 92,050 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $52,233 | 11,233 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $60,466 | 13,588 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $59,496 | 12,552 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $134,302 | 29,582 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||