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Independent Financial Group’s Applied Optoelectronics AAOI Stock Holding History

Independent Financial Group’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Sell
1,797
-8,176
-82% -$1.33M 0.01% 1314
2026
Q1 		$844K Buy
+9,973
New +$636K 0.02% 687
2021
Q2 		– Sell
-17,400
Closed -$145K – 701
2021
Q1 		$145K Hold
17,400
– – 0.02% 615
2020
Q4 		$148K Buy
+17,400
New +$159K 0.02% 533

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Financial Group's AAOI Position: Q2 2026 in Review

Independent Financial Group reduced its Applied Optoelectronics (AAOI) stake by 82% in Q2 2026, selling an estimated $1.33M and leaving 1,797 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #1314.

Independent Financial Group first reported a position in AAOI in Q4 2020 and has held it in 4 quarters since. The position peaked at $844K in Q1 2026. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Independent Financial Group held 1,797 shares of Applied Optoelectronics worth $266K as of Q2 2026.
  • Independent Financial Group sold 8,176 Applied Optoelectronics shares in Q2 2026, an estimated $1.33M.
  • Applied Optoelectronics made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1314 holding.
  • Independent Financial Group first reported a position in Applied Optoelectronics in Q4 2020 and has held it in 4 quarters since.
  • Independent Financial Group's Applied Optoelectronics position peaked at $844K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.