STIFEL FINANCIAL CORP
Position in VMO — Invesco Municipal Opportunity Trust
CIK 720672
ST. LOUIS, MO
Position in VMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,695,981
+$119,661 QoQ
Shares Held
171,832
+3.7% QoQ
Ownership
0.255%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in VMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,476,870,285 across 286 Asset Management names. VMO ranks #109 (0.1% 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 VMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,695,981 | 171,832 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,576,320 | 165,754 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,513,179 | 158,117 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,029,288 | 209,854 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,251,440 | 245,255 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,246,472 | 236,720 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,960,096 | 201,656 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,202,237 | 117,063 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $872,928 | 86,600 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $351,865 | 36,163 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $391,463 | 40,735 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $521,691 | 63,389 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $638,900 | 67,537 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $572,384 | 58,347 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $603,023 | 60,850 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $549,761 | 60,347 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $813,084 | 78,711 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,268,213 | 110,761 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,107,946 | 369,873 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,093,980 | 372,095 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,095,566 | 374,674 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,982,026 | 377,999 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,142,037 | 401,095 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,791,278 | 392,085 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,628,969 | 390,301 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,909,396 | 341,432 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||