Position in STEW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$650,199
+$29,059 QoQ
Shares Held
36,324
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEW 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. STEW ranks #178 (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 STEW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,199 | 36,324 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $621,140 | 36,324 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $725,358 | 39,124 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $759,250 | 41,809 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $723,730 | 40,935 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $699,228 | 40,535 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $804,764 | 50,235 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $803,193 | 50,835 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $751,288 | 51,635 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $777,623 | 51,635 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $708,757 | 51,100 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $771,012 | 59,400 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $794,144 | 59,800 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $869,669 | 70,820 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $897,890 | 70,700 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,664,531 | 152,990 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,897,026 | 158,747 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,161,503 | 213,183 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,290,865 | 231,588 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,294,245 | 98,722 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $784,791 | 57,961 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $541,141 | 43,016 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $338,656 | 30,400 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $113,000 | 11,300 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,184,753 | 125,770 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,164,996 | 126,630 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||