LPL Financial
STKL

LPL Financial’s SunOpta STKL Stock Holding History

LPL 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
Q1 		– Sell
-25,340
Closed -$96.3K – 6153
2025
Q4 		$96.3K Sell
25,340
-4,630
-15% -$21K ﹤0.01% 5601
2025
Q3 		$176K Buy
+29,970
New +$186K ﹤0.01% 5390
2024
Q4 		– Sell
-17,146
Closed -$109K – 5424
2024
Q3 		$109K Sell
17,146
-194
-1% -$1.14K ﹤0.01% 4881
2024
Q2 		$93.6K Buy
17,340
+200
+1% +$1.18K ﹤0.01% 4754
2024
Q1 		$118K Buy
17,140
+70
+0.4% +$432 ﹤0.01% 4645
2023
Q4 		$93.4K Buy
17,070
+150
+0.9% +$657 ﹤0.01% 4563
2023
Q3 		$57K Sell
16,920
-1,385
-8% -$6.94K ﹤0.01% 4507
2023
Q2 		$122K Sell
18,305
-1,502
-8% -$11.3K ﹤0.01% 4287
2023
Q1 		$153K Sell
19,807
-2,228
-10% -$17.8K ﹤0.01% 4120
2022
Q4 		$186K Hold
22,035
– – ﹤0.01% 4012
2022
Q3 		$201K Buy
22,035
+2,000
+10% +$19K ﹤0.01% 3934
2022
Q2 		$156K Sell
20,035
-1,048
-5% -$6.9K ﹤0.01% 4020
2022
Q1 		$106K Sell
21,083
-4,713
-18% -$24.8K ﹤0.01% 3966
2021
Q4 		$179K Sell
25,796
-9,041
-26% -$65.4K ﹤0.01% 4011
2021
Q3 		$311K Sell
34,837
-3,233
-8% -$32.7K ﹤0.01% 3619
2021
Q2 		$466K Sell
38,070
-90,933
-70% -$1.19M ﹤0.01% 3223
2021
Q1 		$1.91M Buy
129,003
+63,939
+98% +$915K ﹤0.01% 1875
2020
Q4 		$759K Buy
65,064
+41,414
+175% +$365K ﹤0.01% 2412
2020
Q3 		$175K Buy
+23,650
New +$150K ﹤0.01% 3246

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LPL Financial's STKL Position: Q1 2026 in Review

LPL Financial sold out of SunOpta (STKL) in Q1 2026, closing a stake of 25,340 shares — an estimated $96.3K sold.

LPL Financial first reported a position in STKL in Q3 2020 and held it in 19 quarters. The position peaked at $1.91M in Q1 2021. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

  • LPL Financial reported no remaining SunOpta position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 25,340 SunOpta shares in Q1 2026, an estimated $96.3K.
  • LPL Financial first reported a position in SunOpta in Q3 2020 and held it in 19 quarters.
  • LPL Financial's SunOpta position peaked at $1.91M in Q1 2021.
  • 199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.