Stifel Financial
HTO

Stifel Financial’s H2O America HTO Stock Holding History

Stifel Financial’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$884K Buy
14,545
+1,222
+9% +$70.8K ﹤0.01% 2631
2026
Q1 		$782K Sell
13,323
-4,788
-26% -$261K ﹤0.01% 2594
2025
Q4 		$887K Sell
18,111
-472
-3% -$22.6K ﹤0.01% 2519
2025
Q3 		$905K Buy
18,583
+8,347
+82% +$417K ﹤0.01% 2455
2025
Q2 		$532K Sell
10,236
-213
-2% -$11.3K ﹤0.01% 2740
2025
Q1 		$571K Buy
10,449
+179
+2% +$9.16K ﹤0.01% 2606
2024
Q4 		$505K Buy
10,270
+223
+2% +$12.3K ﹤0.01% 2667
2024
Q3 		$584K Sell
10,047
-1,548
-13% -$90.6K ﹤0.01% 2575
2024
Q2 		$629K Sell
11,595
-77
-0.7% -$4.21K ﹤0.01% 2470
2024
Q1 		$661K Buy
11,672
+609
+6% +$36.1K ﹤0.01% 2449
2023
Q4 		$723K Buy
11,063
+83
+0.8% +$5.27K ﹤0.01% 2347
2023
Q3 		$660K Buy
10,980
+2,693
+32% +$181K ﹤0.01% 2338
2023
Q2 		$581K Buy
8,287
+19
+0.2% +$1.44K ﹤0.01% 2428
2023
Q1 		$629K Buy
8,268
+110
+1% +$8.5K ﹤0.01% 2383
2022
Q4 		$662K Buy
+8,158
New +$583K ﹤0.01% 2306
2022
Q3 		– Sell
-7,151
Closed -$446K – 3375
2022
Q2 		$446K Buy
+7,151
New +$442K ﹤0.01% 2531
2021
Q1 		– Sell
-6,188
Closed -$429K – 3285
2020
Q4 		$429K Buy
+6,188
New +$402K ﹤0.01% 2417
2020
Q1 		– Sell
-18,994
Closed -$1.35M – 3049
2019
Q4 		$1.35M Sell
18,994
-16,758
-47% -$1.18M ﹤0.01% 1617
2019
Q3 		$2.44M Buy
35,752
+553
+2% +$36.3K 0.01% 1187
2019
Q2 		$2.14M Buy
+35,199
New +$2.17M 0.01% 1288
2015
Q4 		– Sell
-6,788
Closed -$209K – 2392
2015
Q3 		$209K Buy
+6,788
New +$202K ﹤0.01% 2007
2015
Q2 		– Sell
-7,386
Closed -$228K – 2420
2015
Q1 		$228K Buy
+7,386
New +$243K ﹤0.01% 2047

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Stifel Financial's HTO Position: Q2 2026 in Review

Stifel Financial increased its H2O America (HTO) stake by 9.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 14,545 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Stifel Financial first reported a position in HTO in Q1 2015 and has held it in 22 quarters since. The position peaked at $2.44M in Q3 2019. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Stifel Financial held 14,545 shares of H2O America worth $884K as of Q2 2026.
  • Stifel Financial bought 1,222 H2O America shares in Q2 2026, an estimated $70.8K.
  • H2O America made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2631 holding.
  • Stifel Financial first reported a position in H2O America in Q1 2015 and has held it in 22 quarters since.
  • Stifel Financial's H2O America position peaked at $2.44M in Q3 2019.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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