Stifel Financial
BDCIU

Stifel Financial’s BTC Development Corp Unit BDCIU Stock Holding History

Stifel Financial’s Portfolio BDCIU Stock Details BDCIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$761K Hold
74,250
– – ﹤0.01% 2718
2026
Q1 		$749K Hold
74,250
– – ﹤0.01% 2623
2025
Q4 		$753K Buy
+74,250
New +$763K ﹤0.01% 2618

Other funds holding BDCIU

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.58% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Stifel Financial's BDCIU Position: Q2 2026 in Review

Stifel Financial held its BTC Development Corp Unit (BDCIU) position steady in Q2 2026 at 74,250 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Stifel Financial first reported a position in BDCIU in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold BDCIU as of Q2 2026.

  • Stifel Financial held 74,250 shares of BTC Development Corp Unit worth $761K as of Q2 2026.
  • Stifel Financial left its BTC Development Corp Unit share count unchanged in Q2 2026.
  • BTC Development Corp Unit made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2718 holding.
  • Stifel Financial first reported a position in BTC Development Corp Unit in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held BTC Development Corp Unit as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.