Allworth Financial’s SunOpta STKL Stock Holding History

Allworth Financial’s Portfolio STKL Stock Details STKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-875	Closed	-$5.67K	–	5389
2026 Q1	$5.67K	Buy	875 +507	+138%	+$2.87K	﹤0.01%	3888
2025 Q4	$1.4K	Sell	368 -682	-65%	-$3.1K	﹤0.01%	4253
2025 Q3	$6.15K	Buy	1,050 +44	+4%	+$273	﹤0.01%	3429
2025 Q2	$5.83K	Buy	1,006 +256	+34%	+$1.34K	﹤0.01%	3182
2025 Q1	$3.23K	Hold	750	–	–	﹤0.01%	3009
2024 Q4	$5.4K	Hold	750	–	–	﹤0.01%	2727
2024 Q3	$4.79K	Hold	750	–	–	﹤0.01%	2584
2024 Q2	$4K	Hold	750	–	–	﹤0.01%	2615
2024 Q1	$5.15K	Hold	750	–	–	﹤0.01%	2395
2023 Q4	$4.1K	Buy	+750	New	+$3.28K	﹤0.01%	2352

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's STKL Position: Q2 2026 in Review

Allworth Financial sold out of SunOpta (STKL) in Q2 2026, closing a stake of 875 shares — an estimated $5.67K sold.

Allworth Financial first reported a position in STKL in Q4 2023 and held it in 10 quarters. The position peaked at $6.15K in Q3 2025. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

Allworth Financial reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 875 SunOpta shares in Q2 2026, an estimated $5.67K.
Allworth Financial first reported a position in SunOpta in Q4 2023 and held it in 10 quarters.
Allworth Financial's SunOpta position peaked at $6.15K in Q3 2025.
3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.