Stifel Financial
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Stifel Financial’s Applied Optoelectronics AAOI Stock Holding History

Stifel Financial’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.65M Buy
31,412
+4,232
+16% +$688K ﹤0.01% 1454
2026
Q1 		$2.3M Buy
27,180
+6,913
+34% +$441K ﹤0.01% 1863
2025
Q4 		$707K Buy
20,267
+5,572
+38% +$166K ﹤0.01% 2665
2025
Q3 		$381K Buy
+14,695
New +$376K ﹤0.01% 2969

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial's AAOI Position: Q2 2026 in Review

Stifel Financial increased its Applied Optoelectronics (AAOI) stake by 16% in Q2 2026, buying an estimated $688K and bringing the position to 31,412 shares worth $4.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Stifel Financial first reported a position in AAOI in Q3 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Stifel Financial held 31,412 shares of Applied Optoelectronics worth $4.65M as of Q2 2026.
  • Stifel Financial bought 4,232 Applied Optoelectronics shares in Q2 2026, an estimated $688K.
  • Applied Optoelectronics made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1454 holding.
  • Stifel Financial first reported a position in Applied Optoelectronics in Q3 2025 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.