Stifel Financial
LUCK

Stifel Financial’s Lucky Strike Entertainment LUCK Stock Holding History

Stifel Financial’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Sell
40,076
-3,390
-8% -$27.7K ﹤0.01% 3284
2026
Q1 		$362K Sell
43,466
-16,382
-27% -$135K ﹤0.01% 3058
2025
Q4 		$507K Sell
59,848
-30,719
-34% -$265K ﹤0.01% 2852
2025
Q3 		$927K Buy
90,567
+3,128
+4% +$31.5K ﹤0.01% 2437
2025
Q2 		$798K Sell
87,439
-19,484
-18% -$176K ﹤0.01% 2481
2025
Q1 		$1.04M Buy
106,923
+8,045
+8% +$84.3K ﹤0.01% 2198
2024
Q4 		$990K Buy
98,878
+23,909
+32% +$274K ﹤0.01% 2244
2024
Q3 		$880K Buy
74,969
+2,664
+4% +$32.3K ﹤0.01% 2312
2024
Q2 		$1.05M Buy
72,305
+10,162
+16% +$128K ﹤0.01% 2133
2024
Q1 		$851K Buy
62,143
+11,969
+24% +$154K ﹤0.01% 2290
2023
Q4 		$710K Buy
50,174
+32,720
+187% +$359K ﹤0.01% 2357
2023
Q3 		$168K Buy
+17,454
New +$192K ﹤0.01% 3032

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Stifel Financial's LUCK Position: Q2 2026 in Review

Stifel Financial reduced its Lucky Strike Entertainment (LUCK) stake by 7.8% in Q2 2026, selling an estimated $27.7K and leaving 40,076 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #3284.

Stifel Financial first reported a position in LUCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2024. 54 funds tracked by Wall St. Rank hold LUCK as of Q2 2026.

  • Stifel Financial held 40,076 shares of Lucky Strike Entertainment worth $300K as of Q2 2026.
  • Stifel Financial sold 3,390 Lucky Strike Entertainment shares in Q2 2026, an estimated $27.7K.
  • Lucky Strike Entertainment made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3284 holding.
  • Stifel Financial first reported a position in Lucky Strike Entertainment in Q3 2023 and has held it in 12 quarters since.
  • Stifel Financial's Lucky Strike Entertainment position peaked at $1.05M in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q2 2026.

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