PFGIA
STKL

Patriot Financial Group Insurance Agency’s SunOpta STKL Stock Holding History

Patriot Financial Group Insurance Agency’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
-12,380
Closed -$71.8K – 580
2025
Q2 		$71.8K Sell
12,380
-3,120
-20% -$16.4K 0.01% 520
2025
Q1 		$75.3K Buy
15,500
+500
+3% +$3.33K 0.01% 478
2024
Q4 		$116K Buy
+15,000
New +$106K 0.02% 459

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $33B AUM 40.62% 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 $1.88T AUM 44.46% 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

Patriot Financial Group Insurance Agency's STKL Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of SunOpta (STKL) in Q3 2025, closing a stake of 12,380 shares — an estimated $71.8K sold.

Patriot Financial Group Insurance Agency first reported a position in STKL in Q4 2024 and held it in 3 quarters. The position peaked at $116K in Q4 2024. 204 funds tracked by Wall St. Rank hold STKL as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining SunOpta position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12,380 SunOpta shares in Q3 2025, an estimated $71.8K.
  • Patriot Financial Group Insurance Agency first reported a position in SunOpta in Q4 2024 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's SunOpta position peaked at $116K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held SunOpta as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.