Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$682K Sell
2,694
-15,531
-85% -$3.4M 0.01% 788
2026
Q1
$2.36M Buy
+18,225
New +$2.68M 0.03% 445
2014
Q3
Sell
-33,143
Closed -$755K 858
2014
Q2
$755K Buy
33,143
+1,556
+5% +$31.5K 0.04% 385
2014
Q1
$551K Buy
+31,587
New +$529K 0.03% 455

Other funds holding SANM

Stephens Inc's SANM Position: Q2 2026 in Review

Stephens Inc reduced its Sanmina (SANM) stake by 85% in Q2 2026, selling an estimated $3.4M and leaving 2,694 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #788.

Stephens Inc first reported a position in SANM in Q1 2014 and has held it in 4 quarters since. The position peaked at $2.36M in Q1 2026. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Stephens Inc held 2,694 shares of Sanmina worth $682K as of Q2 2026.
  • Stephens Inc sold 15,531 Sanmina shares in Q2 2026, an estimated $3.4M.
  • Sanmina made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #788 holding.
  • Stephens Inc first reported a position in Sanmina in Q1 2014 and has held it in 4 quarters since.
  • Stephens Inc's Sanmina position peaked at $2.36M in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.