PF
STKL

PlanVest Financial’s SunOpta STKL Stock Holding History

PlanVest 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
-1,600
Closed -$10.4K – 605
2026
Q1 		$10.4K Buy
+1,600
New +$9.04K 0.01% 373

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PlanVest Financial's STKL Position: Q2 2026 in Review

PlanVest Financial sold out of SunOpta (STKL) in Q2 2026, closing a stake of 1,600 shares — an estimated $10.4K sold.

PlanVest Financial first reported a position in STKL in Q1 2026 and held it in 1 quarter. The position peaked at $10.4K in Q1 2026. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

  • PlanVest Financial reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
  • PlanVest Financial sold 1,600 SunOpta shares in Q2 2026, an estimated $10.4K.
  • PlanVest Financial first reported a position in SunOpta in Q1 2026 and held it in 1 quarter.
  • PlanVest Financial's SunOpta position peaked at $10.4K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.