ECAT BLACKROCK ESG CAP ALLC TR

Ownership history in STIFEL FINANCIAL CORP  ·  16 quarters on record

AI Ownership Summary

STIFEL FINANCIAL CORP reported BLACKROCK ESG CAP ALLC TR (ECAT) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows ECAT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ECAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STIFEL FINANCIAL CORP's position in BLACKROCK ESG CAP ALLC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ECAT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STIFEL FINANCIAL CORP held ECAT — position size vs. price
% of Fund (quarterly)    ECAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 91,653 -7,366 -7.4% 0.00% $1.5M 2025-11-12 $15.03
2025 Q2 REDUCED 99,019 -2,689 -2.6% 0.00% $1.6M 2025-08-14 $14.73
2025 Q1 REDUCED 101,708 -718 -0.7% 0.00% $1.6M 2025-05-14 $13.28
2024 Q4 REDUCED 102,426 -36 -0.0% 0.00% $1.7M 2025-02-13 $13.29
2024 Q3 REDUCED 102,462 -7,667 -7.0% 0.00% $1.8M 2024-11-14 $13.01
2024 Q2 ADDED 110,129 +691 +0.6% 0.00% $1.9M 2024-08-13 $11.81
2024 Q1 REDUCED 109,438 -13,849 -11.2% 0.00% $1.9M 2024-05-14 $11.23
2023 Q4 REDUCED 123,287 -2,867 -2.3% 0.00% $2.0M 2024-02-12 $11.10
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STIFEL FINANCIAL CORP and ECAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has STIFEL FINANCIAL CORP reported owning ECAT?

STIFEL FINANCIAL CORP reported ECAT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ECAT position in STIFEL FINANCIAL CORP's portfolio?

The largest reported portfolio weight for ECAT was 0.00% in 2023 Q4.

What is the latest reported ECAT position on this page?

The most recent filing on this page is 2025 Q3, when STIFEL FINANCIAL CORP reported 91,653 shares, equal to 0.00% of portfolio, with an estimated market value of $1.5M.

What does the chart on this ECAT ownership page compare?

The chart compares STIFEL FINANCIAL CORP's quarterly ECAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to STIFEL FINANCIAL CORP Holdings