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 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

Defiance ETFs New York $6.98B AUM

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's IREN Position: Q1 2026 in Review

Stifel Financial increased its Iris Energy (IREN) stake by 45% in Q1 2026, buying an estimated $738K and bringing the position to 52,659 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Stifel Financial first reported a position in IREN in Q3 2025 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

Stifel Financial held 52,659 shares of Iris Energy worth $1.81M as of Q1 2026.
Stifel Financial bought 16,357 Iris Energy shares in Q1 2026, an estimated $738K.
Iris Energy made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2042 holding.
Stifel Financial first reported a position in Iris Energy in Q3 2025 and has held it in 3 quarters since.
501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.