Position in RMT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,232,767
+$557,196 QoQ
Shares Held
108,998
+68.3% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.02655094588891.ToString("F0")%
Shared 0.ToString("F0")%
None 2.9734490541110845.ToString("F0")%
Common Shares in RMT 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. RMT ranks #120 (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 RMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,232,767 | 108,998 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $675,571 | 64,772 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $721,003 | 69,394 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $630,831 | 68,198 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $762,114 | 90,405 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $593,102 | 60,831 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $529,991 | 55,150 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $551,933 | 60,058 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $553,344 | 58,555 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $456,178 | 49,370 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $292,284 | 35,300 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $393,365 | 44,956 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $228,502 | 26,055 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $243,413 | 28,043 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $221,619 | 27,947 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $264,543 | 31,644 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $329,013 | 31,275 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $348,913 | 30,209 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $348,618 | 30,527 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $388,144 | 31,302 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $338,785 | 29,981 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $303,407 | 29,981 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $222,107 | 28,958 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $194,896 | 27,069 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $152,149 | 27,365 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||