Position in USA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$681,048
-$30,140 QoQ
Shares Held
117,220
-8.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in USA 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. USA ranks #176 (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 USA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,048 | 117,220 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $711,188 | 128,142 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $941,409 | 149,906 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,035,556 | 163,337 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,085,193 | 159,353 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,025,088 | 156,502 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $959,551 | 138,065 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $840,732 | 118,413 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $650,664 | 95,686 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $614,749 | 85,979 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $611,018 | 95,771 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $479,235 | 80,952 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $473,733 | 73,220 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $344,422 | 55,552 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $314,605 | 55,194 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $275,194 | 49,764 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $232,504 | 37,023 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $183,197 | 22,673 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $134,205 | 16,015 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $153,312 | 17,827 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $291,693 | 32,267 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $681,488 | 89,317 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $524,876 | 76,069 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $306,912 | 51,067 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $350,733 | 61,317 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $397,349 | 82,097 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||