STIFEL FINANCIAL CORP
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 720672
ST. LOUIS, MO
Position in VGM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,529,170
+$190,742 QoQ
Shares Held
238,601
+0.7% QoQ
Ownership
0.440%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in VGM 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. VGM ranks #89 (0.2% 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 VGM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,529,170 | 238,601 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,338,428 | 236,923 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,542,796 | 245,207 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,470,898 | 244,160 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,276,726 | 239,908 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,929,928 | 193,768 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,746,703 | 172,941 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,766,380 | 167,271 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,698,400 | 165,375 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,430,577 | 145,089 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,363,850 | 137,902 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,211,640 | 142,546 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,390,218 | 143,174 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,372,334 | 138,062 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,184,150 | 117,826 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,213,962 | 129,697 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,211,507 | 115,053 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,464,991 | 126,075 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,753,667 | 125,531 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,675,969 | 122,423 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,711,672 | 122,088 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,662,784 | 123,352 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,625,780 | 123,072 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,564,497 | 125,966 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,659,965 | 137,871 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,690,193 | 139,801 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||