Stifel Financial
IPX

Stifel Financial’s IperionX IPX Stock Holding History

Stifel Financial’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.6M Sell
525,773
-120,707
-19% -$4.11M 0.01% 790
2026
Q1 		$16.8M Sell
646,480
-184,201
-22% -$7.82M 0.02% 707
2025
Q4 		$30.1M Sell
830,681
-68,369
-8% -$2.8M 0.03% 502
2025
Q3 		$44.4M Sell
899,050
-75,618
-8% -$3.07M 0.04% 393
2025
Q2 		$30.7M Sell
974,668
-25,162
-3% -$567K 0.03% 464
2025
Q1 		$18M Buy
999,830
+99,593
+11% +$2.49M 0.02% 602
2024
Q4 		$31M Buy
900,237
+196,558
+28% +$5.12M 0.03% 432
2024
Q3 		$15.7M Buy
703,679
+179,650
+34% +$2.94M 0.02% 690
2024
Q2 		$7.3M Buy
524,029
+117,547
+29% +$1.68M 0.01% 941
2024
Q1 		$6.06M Buy
406,482
+151,231
+59% +$1.95M 0.01% 1038
2023
Q4 		$2.36M Buy
255,251
+134,289
+111% +$1.2M ﹤0.01% 1554
2023
Q3 		$1.18M Buy
+120,962
New +$960K ﹤0.01% 1932

Other funds holding IPX

OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Stifel Financial's IPX Position: Q2 2026 in Review

Stifel Financial reduced its IperionX (IPX) stake by 19% in Q2 2026, selling an estimated $4.11M and leaving 525,773 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #790.

Stifel Financial first reported a position in IPX in Q3 2023 and has held it in 12 quarters since. The position peaked at $44.4M in Q3 2025. 32 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

  • Stifel Financial held 525,773 shares of IperionX worth $15.6M as of Q2 2026.
  • Stifel Financial sold 120,707 IperionX shares in Q2 2026, an estimated $4.11M.
  • IperionX made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #790 holding.
  • Stifel Financial first reported a position in IperionX in Q3 2023 and has held it in 12 quarters since.
  • Stifel Financial's IperionX position peaked at $44.4M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

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