Stifel Financial’s Ideal Power IPWR Stock Holding History

Stifel Financial’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.51M	Buy	468,906 +387,454	+476%	+$1.97M	﹤0.01%	1919
2026 Q1	$231K	Buy	81,452 +57,554	+241%	+$204K	﹤0.01%	3341
2025 Q4	$73.8K	Buy	23,898 +56	+0.2%	+$247	﹤0.01%	3509
2025 Q3	$120K	Buy	+23,842	New	+$123K	﹤0.01%	3426

Other funds holding IPWR

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stifel Financial's IPWR Position: Q2 2026 in Review

Stifel Financial increased its Ideal Power (IPWR) stake by 476% in Q2 2026, buying an estimated $1.97M and bringing the position to 468,906 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Stifel Financial first reported a position in IPWR in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

Stifel Financial held 468,906 shares of Ideal Power worth $2.51M as of Q2 2026.
Stifel Financial bought 387,454 Ideal Power shares in Q2 2026, an estimated $1.97M.
Ideal Power made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1919 holding.
Stifel Financial first reported a position in Ideal Power in Q3 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

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