Position in PPT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$171,837
+$11,472 QoQ
Shares Held
48,405
+6.9% QoQ
Ownership
0.051%
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 PPT 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. PPT ranks #267 (0.0% 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 PPT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||