SI
STKL

Stephens Inc’s SunOpta STKL Stock Holding History

Stephens Inc’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
-33,909
Closed -$220K – 1393
2026
Q1 		$220K Hold
33,909
– – ﹤0.01% 1170
2025
Q4 		$129K Hold
33,909
– – ﹤0.01% 1236
2025
Q3 		$199K Hold
33,909
– – ﹤0.01% 1222
2025
Q2 		$197K Sell
33,909
-2,980
-8% -$15.7K ﹤0.01% 1180
2025
Q1 		$179K Sell
36,889
-5,105
-12% -$34K ﹤0.01% 1149
2024
Q4 		$323K Sell
41,994
-3,875
-8% -$27.4K ﹤0.01% 985
2024
Q3 		$293K Sell
45,869
-21,593
-32% -$127K ﹤0.01% 1040
2024
Q2 		$364K Sell
67,462
-32,120
-32% -$189K 0.01% 928
2024
Q1 		$684K Buy
+99,582
New +$615K 0.01% 692

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

Stephens Inc's STKL Position: Q2 2026 in Review

Stephens Inc sold out of SunOpta (STKL) in Q2 2026, closing a stake of 33,909 shares — an estimated $220K sold.

Stephens Inc first reported a position in STKL in Q1 2024 and held it in 9 quarters. The position peaked at $684K in Q1 2024. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

  • Stephens Inc reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 33,909 SunOpta shares in Q2 2026, an estimated $220K.
  • Stephens Inc first reported a position in SunOpta in Q1 2024 and held it in 9 quarters.
  • Stephens Inc's SunOpta position peaked at $684K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

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