Stifel Financial
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Stifel Financial’s Iris Energy IREN Stock Holding History

Stifel Financial’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Sell
48,781
-3,878
-7% -$202K ﹤0.01% 1994
2026
Q1 		$1.81M Buy
52,659
+16,357
+45% +$738K ﹤0.01% 2042
2025
Q4 		$1.37M Buy
36,302
+16,014
+79% +$826K ﹤0.01% 2232
2025
Q3 		$952K Buy
+20,288
New +$493K ﹤0.01% 2420

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stifel Financial's IREN Position: Q2 2026 in Review

Stifel Financial reduced its Iris Energy (IREN) stake by 7.4% in Q2 2026, selling an estimated $202K and leaving 48,781 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Stifel Financial first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. 678 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Stifel Financial held 48,781 shares of Iris Energy worth $2.23M as of Q2 2026.
  • Stifel Financial sold 3,878 Iris Energy shares in Q2 2026, an estimated $202K.
  • Iris Energy made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1994 holding.
  • Stifel Financial first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • 678 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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