Stifel Financial
LIND icon

Stifel Financial’s Lindblad Expeditions LIND Stock Holding History

Stifel Financial’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.48M Sell
264,843
-47,112
-15% -$995K 0.01% 1189
2026
Q1 		$5.4M Sell
311,955
-2,978
-0.9% -$52.9K 0.01% 1305
2025
Q4 		$4.54M Sell
314,933
-3,604
-1% -$45.5K ﹤0.01% 1394
2025
Q3 		$4.08M Sell
318,537
-9,367
-3% -$123K ﹤0.01% 1414
2025
Q2 		$3.83M Buy
327,904
+7,629
+2% +$75.6K ﹤0.01% 1401
2025
Q1 		$2.97M Buy
320,275
+31,352
+11% +$358K ﹤0.01% 1482
2024
Q4 		$3.43M Sell
288,923
-63,988
-18% -$734K ﹤0.01% 1421
2024
Q3 		$3.26M Sell
352,911
-6,026
-2% -$56K ﹤0.01% 1458
2024
Q2 		$3.46M Buy
358,937
+19,172
+6% +$149K ﹤0.01% 1360
2024
Q1 		$3.17M Buy
339,765
+36,588
+12% +$337K ﹤0.01% 1410
2023
Q4 		$3.42M Sell
303,177
-6,294
-2% -$48.8K ﹤0.01% 1327
2023
Q3 		$2.23M Buy
309,471
+48,155
+18% +$459K ﹤0.01% 1518
2023
Q2 		$2.84M Buy
261,316
+28,242
+12% +$290K ﹤0.01% 1398
2023
Q1 		$2.23M Buy
233,074
+12,151
+6% +$122K ﹤0.01% 1505
2022
Q4 		$1.7M Buy
220,923
+40,813
+23% +$345K ﹤0.01% 1638
2022
Q3 		$1.22M Buy
180,110
+26,871
+18% +$234K ﹤0.01% 1821
2022
Q2 		$1.24M Buy
153,239
+39,237
+34% +$511K ﹤0.01% 1832
2022
Q1 		$1.72M Buy
114,002
+12,380
+12% +$199K ﹤0.01% 1728
2021
Q4 		$1.59M Buy
101,622
+17,689
+21% +$279K ﹤0.01% 1792
2021
Q3 		$1.23M Buy
83,933
+14,018
+20% +$197K ﹤0.01% 1923
2021
Q2 		$1.12M Buy
+69,915
New +$1.18M ﹤0.01% 2013
2020
Q4 		– Sell
-40,502
Closed -$345K – 3081
2020
Q3 		$345K Buy
40,502
+7,841
+24% +$66.6K ﹤0.01% 2306
2020
Q2 		$252K Buy
+32,661
New +$225K ﹤0.01% 2471

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Stifel Financial's LIND Position: Q2 2026 in Review

Stifel Financial reduced its Lindblad Expeditions (LIND) stake by 15% in Q2 2026, selling an estimated $995K and leaving 264,843 shares worth $7.48M. The position accounts for 0.01% of the portfolio, ranked #1189.

Stifel Financial first reported a position in LIND in Q2 2020 and has held it in 23 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Stifel Financial held 264,843 shares of Lindblad Expeditions worth $7.48M as of Q2 2026.
  • Stifel Financial sold 47,112 Lindblad Expeditions shares in Q2 2026, an estimated $995K.
  • Lindblad Expeditions made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1189 holding.
  • Stifel Financial first reported a position in Lindblad Expeditions in Q2 2020 and has held it in 23 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

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