SBI Securities’s Energy Focus EFOI Stock Holding History

SBI Securities’s Portfolio EFOI Stock Details EFOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,000	Closed	-$4.89K	–	4220
2025 Q2	$4.89K	Buy	+2,000	New	+$3.67K	﹤0.01%	1995

Other funds holding EFOI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BTD

BankPlus Trust Department Jackson, Mississippi $374M AUM 18.54% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SBI Securities's EFOI Position: Q3 2025 in Review

SBI Securities sold out of Energy Focus (EFOI) in Q3 2025, closing a stake of 2,000 shares — an estimated $4.89K sold.

SBI Securities first reported a position in EFOI in Q2 2025 and held it in 1 quarter. The position peaked at $4.89K in Q2 2025. 15 funds tracked by Wall St. Rank hold EFOI as of Q3 2025.

SBI Securities reported no remaining Energy Focus position as of Q3 2025 after selling out during the quarter.
SBI Securities sold 2,000 Energy Focus shares in Q3 2025, an estimated $4.89K.
SBI Securities first reported a position in Energy Focus in Q2 2025 and held it in 1 quarter.
SBI Securities's Energy Focus position peaked at $4.89K in Q2 2025.
15 funds tracked by Wall St. Rank held Energy Focus as of Q3 2025.

Based on SBI Securities's 13F filing for Q3 2025, filed 5 Nov 2025.