FGA
STKL

Fortis Group Advisors’s SunOpta STKL Stock Holding History

Fortis Group Advisors’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
2025
Q3 		– Sell
-39,593
Closed -$231K – 564
2025
Q2 		$231K Sell
39,593
-7,633
-16% -$40.1K 0.04% 203
2025
Q1 		$230K Sell
47,226
-178
-0.4% -$1.19K 0.04% 181
2024
Q4 		$365K Buy
47,404
+32,777
+224% +$232K 0.07% 151
2024
Q3 		$93.3K Buy
14,627
+1,396
+11% +$8.18K 0.02% 189
2024
Q2 		$71.4K Buy
13,231
+270
+2% +$1.59K 0.01% 192
2024
Q1 		$89K Buy
12,961
+706
+6% +$4.36K 0.02% 207
2023
Q4 		$94.4K Hold
12,255
– – 0.02% 146
2023
Q3 		$94.4K Buy
12,255
+57
+0.5% +$286 0.03% 126
2023
Q2 		$81.6K Sell
12,198
-57
-0.5% -$429 0.02% 128
2023
Q1 		$104K Buy
+12,255
New +$98.1K 0.03% 122

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Fortis Group Advisors's STKL Position: Q3 2025 in Review

Fortis Group Advisors sold out of SunOpta (STKL) in Q3 2025, closing a stake of 39,593 shares — an estimated $231K sold.

Fortis Group Advisors first reported a position in STKL in Q1 2023 and held it in 10 quarters. The position peaked at $365K in Q4 2024. 204 funds tracked by Wall St. Rank hold STKL as of Q3 2025.

  • Fortis Group Advisors reported no remaining SunOpta position as of Q3 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 39,593 SunOpta shares in Q3 2025, an estimated $231K.
  • Fortis Group Advisors first reported a position in SunOpta in Q1 2023 and held it in 10 quarters.
  • Fortis Group Advisors's SunOpta position peaked at $365K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held SunOpta as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.