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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's AAOI Position: Q1 2026 in Review

Stifel Financial increased its Applied Optoelectronics (AAOI) stake by 34% in Q1 2026, buying an estimated $441K and bringing the position to 27,180 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Stifel Financial first reported a position in AAOI in Q3 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Stifel Financial held 27,180 shares of Applied Optoelectronics worth $2.3M as of Q1 2026.
  • Stifel Financial bought 6,913 Applied Optoelectronics shares in Q1 2026, an estimated $441K.
  • Applied Optoelectronics made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1863 holding.
  • Stifel Financial first reported a position in Applied Optoelectronics in Q3 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.