STIFEL FINANCIAL CORP
Position in WIA — Western Asset Inflation-Linked Income Fund
CIK 720672
ST. LOUIS, MO
Position in WIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,429,725
+$104,888 QoQ
Shares Held
175,858
+7.3% QoQ
Ownership
0.754%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 52 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WIA 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. WIA ranks #121 (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 WIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,429,725 | 175,858 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,324,837 | 163,965 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,460,654 | 176,621 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,484,951 | 176,360 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,460,272 | 173,842 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,495,409 | 179,091 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,421,016 | 177,627 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,772,602 | 207,322 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,783,946 | 222,715 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,761,161 | 216,359 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,572,818 | 193,697 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,846,223 | 236,090 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,720,853 | 208,336 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,912,592 | 221,109 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,002,883 | 232,623 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,281,318 | 254,896 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,606,012 | 164,214 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,647,005 | 397,180 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,729,627 | 356,953 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,928,857 | 357,682 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,841,130 | 345,795 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,872,018 | 302,738 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,822,541 | 280,245 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,627,826 | 379,953 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,591,878 | 389,803 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,070,143 | 387,264 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||