Stifel Financial
KRT icon

Stifel Financial’s Karat Packaging KRT Stock Holding History

Stifel Financial’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575K Sell
17,193
-1,623
-9% -$46.7K ﹤0.01% 2891
2026
Q1 		$525K Sell
18,816
-3,982
-17% -$100K ﹤0.01% 2851
2025
Q4 		$515K Buy
22,798
+398
+2% +$9.21K ﹤0.01% 2845
2025
Q3 		$565K Buy
22,400
+2,507
+13% +$65.9K ﹤0.01% 2738
2025
Q2 		$560K Buy
19,893
+5,404
+37% +$151K ﹤0.01% 2710
2025
Q1 		$385K Buy
14,489
+68
+0.5% +$2.03K ﹤0.01% 2854
2024
Q4 		$436K Buy
+14,421
New +$417K ﹤0.01% 2757

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Stifel Financial's KRT Position: Q2 2026 in Review

Stifel Financial reduced its Karat Packaging (KRT) stake by 8.6% in Q2 2026, selling an estimated $46.7K and leaving 17,193 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

Stifel Financial first reported a position in KRT in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Stifel Financial held 17,193 shares of Karat Packaging worth $575K as of Q2 2026.
  • Stifel Financial sold 1,623 Karat Packaging shares in Q2 2026, an estimated $46.7K.
  • Karat Packaging made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2891 holding.
  • Stifel Financial first reported a position in Karat Packaging in Q4 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

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