Stifel Financial’s NeoGenomics NEO Stock Holding History

Stifel Financial’s Portfolio NEO Stock Details NEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Sell	18,208 -3,666	-17%	-$35.4K	﹤0.01%	3345
2026 Q1	$162K	Buy	+21,874	New	+$230K	﹤0.01%	3480
2022 Q1	–	Sell	-8,495	Closed	-$290K	–	3454
2021 Q4	$290K	Sell	8,495 -1,342	-14%	-$52.6K	﹤0.01%	2936
2021 Q3	$475K	Sell	9,837 -764	-7%	-$35.4K	﹤0.01%	2603
2021 Q2	$479K	Sell	10,601 -11,565	-52%	-$512K	﹤0.01%	2610
2021 Q1	$1.07M	Buy	22,166 +2,225	+11%	+$116K	﹤0.01%	1945
2020 Q4	$1.07M	Buy	19,941 +1,114	+6%	+$50.3K	﹤0.01%	1791
2020 Q3	$694K	Sell	18,827 -2,482	-12%	-$92.3K	﹤0.01%	1879
2020 Q2	$660K	Buy	21,309 +5,634	+36%	+$156K	﹤0.01%	1837
2020 Q1	$425K	Buy	15,675 +931	+6%	+$27.9K	﹤0.01%	1970
2019 Q4	$433K	Buy	+14,744	New	+$351K	﹤0.01%	2351

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Stifel Financial's NEO Position: Q2 2026 in Review

Stifel Financial reduced its NeoGenomics (NEO) stake by 17% in Q2 2026, selling an estimated $35.4K and leaving 18,208 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

Stifel Financial first reported a position in NEO in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2020. 267 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Stifel Financial held 18,208 shares of NeoGenomics worth $266K as of Q2 2026.
Stifel Financial sold 3,666 NeoGenomics shares in Q2 2026, an estimated $35.4K.
NeoGenomics made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3345 holding.
Stifel Financial first reported a position in NeoGenomics in Q4 2019 and has held it in 11 quarters since.
Stifel Financial's NeoGenomics position peaked at $1.07M in Q4 2020.
267 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

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