Stifel Financial’s IsoEnergy Ltd ISOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.66M Sell
157,309
-67,516
-30% -$739K ﹤0.01% 2099
2025
Q4
$2.05M Buy
224,825
+77,459
+53% +$699K ﹤0.01% 1909
2025
Q3
$1.47M Buy
+147,366
New +$1.15M ﹤0.01% 2128

Other funds holding ISOU

Stifel Financial's ISOU Position: Q1 2026 in Review

Stifel Financial reduced its IsoEnergy Ltd (ISOU) stake by 30% in Q1 2026, selling an estimated $739K and leaving 157,309 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Stifel Financial first reported a position in ISOU in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.05M in Q4 2025. 40 funds tracked by Wall St. Rank hold ISOU as of Q1 2026.

  • Stifel Financial held 157,309 shares of IsoEnergy Ltd worth $1.66M as of Q1 2026.
  • Stifel Financial sold 67,516 IsoEnergy Ltd shares in Q1 2026, an estimated $739K.
  • IsoEnergy Ltd made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2099 holding.
  • Stifel Financial first reported a position in IsoEnergy Ltd in Q3 2025 and has held it in 3 quarters since.
  • Stifel Financial's IsoEnergy Ltd position peaked at $2.05M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held IsoEnergy Ltd as of Q1 2026.

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