Stifel Financial
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Stifel Financial’s Holley HLLY Stock Holding History

Stifel Financial’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-83,549
Closed -$167K – 3585
2025
Q2 		$167K Sell
83,549
-17,746
-18% -$37.6K ﹤0.01% 3293
2025
Q1 		$260K Sell
101,295
-16,648
-14% -$46.7K ﹤0.01% 3053
2024
Q4 		$356K Sell
117,943
-16,906
-13% -$47.4K ﹤0.01% 2881
2024
Q3 		$398K Sell
134,849
-12,024
-8% -$40.3K ﹤0.01% 2807
2024
Q2 		$526K Sell
146,873
-284
-0.2% -$1.11K ﹤0.01% 2592
2024
Q1 		$656K Buy
147,157
+1,253
+0.9% +$5.72K ﹤0.01% 2453
2023
Q4 		$711K Sell
145,904
-8,808
-6% -$38.9K ﹤0.01% 2356
2023
Q3 		$772K Sell
154,712
-2,016
-1% -$11.4K ﹤0.01% 2223
2023
Q2 		$641K Buy
156,728
+4,708
+3% +$14K ﹤0.01% 2375
2023
Q1 		$417K Buy
152,020
+17,982
+13% +$45.9K ﹤0.01% 2621
2022
Q4 		$284K Sell
134,038
-29,988
-18% -$94.4K ﹤0.01% 2792
2022
Q3 		$664K Buy
+164,026
New +$1.23M ﹤0.01% 2251

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's HLLY Position: Q3 2025 in Review

Stifel Financial sold out of Holley (HLLY) in Q3 2025, closing a stake of 83,549 shares — an estimated $167K sold.

Stifel Financial first reported a position in HLLY in Q3 2022 and held it in 12 quarters. The position peaked at $772K in Q3 2023. 132 funds tracked by Wall St. Rank hold HLLY as of Q3 2025.

  • Stifel Financial reported no remaining Holley position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 83,549 Holley shares in Q3 2025, an estimated $167K.
  • Stifel Financial first reported a position in Holley in Q3 2022 and held it in 12 quarters.
  • Stifel Financial's Holley position peaked at $772K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Holley as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.