Position in PSLV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,121,578
-$3,737,312 QoQ
Shares Held
642,373
-1.2% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 474 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PSLV 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. PSLV ranks #19 (0.8% 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 PSLV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,121,578 | 642,373 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $15,858,890 | 650,221 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $17,800,148 | 752,649 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,084,717 | 960,810 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,750,494 | 796,609 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,589,682 | 654,283 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,598,650 | 580,171 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,419,409 | 422,910 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,640,377 | 366,604 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,867,162 | 345,858 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,719,307 | 336,548 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,302,910 | 303,814 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,260,198 | 290,141 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,514,501 | 301,499 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,158,731 | 261,982 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,580,306 | 238,717 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,542,219 | 223,510 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,730,847 | 197,360 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,494,406 | 186,335 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,441,804 | 187,735 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,701,376 | 183,338 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,459,174 | 166,193 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,115,429 | 119,425 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $988,058 | 119,475 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $623,818 | 94,375 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $444,607 | 85,011 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||