Stifel Financial
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Stifel Financial’s NIO NIO Stock Holding History

Stifel Financial’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,807
Closed -$60.2K – 3713
2025
Q4 		$60.2K Sell
11,807
-244
-2% -$1.5K ﹤0.01% 3518
2025
Q3 		$91.8K Sell
12,051
-160
-1% -$862 ﹤0.01% 3452
2025
Q2 		$41.9K Sell
12,211
-1,125
-8% -$4.19K ﹤0.01% 3422
2025
Q1 		$50.8K Buy
13,336
+840
+7% +$3.7K ﹤0.01% 3348
2024
Q4 		$54.5K Sell
12,496
-11,232
-47% -$57.2K ﹤0.01% 3308
2024
Q3 		$159K Buy
23,728
+1,476
+7% +$6.78K ﹤0.01% 3181
2024
Q2 		$92.6K Buy
22,252
+718
+3% +$3.4K ﹤0.01% 3224
2024
Q1 		$96.9K Sell
21,534
-1,318
-6% -$7.95K ﹤0.01% 3205
2023
Q4 		$207K Buy
22,852
+826
+4% +$6.56K ﹤0.01% 3048
2023
Q3 		$199K Sell
22,026
-1,480
-6% -$16.5K ﹤0.01% 2994
2023
Q2 		$228K Sell
23,506
-5,230
-18% -$44.3K ﹤0.01% 2975
2023
Q1 		$302K Buy
28,736
+19
+0.1% +$194 ﹤0.01% 2811
2022
Q4 		$280K Sell
28,717
-6,575
-19% -$75.8K ﹤0.01% 2801
2022
Q3 		$556K Sell
35,292
-3,445
-9% -$68.2K ﹤0.01% 2370
2022
Q2 		$842K Sell
38,737
-2,757
-7% -$50.6K ﹤0.01% 2125
2022
Q1 		$873K Sell
41,494
-34,321
-45% -$808K ﹤0.01% 2223
2021
Q4 		$2.4M Sell
75,815
-11,402
-13% -$419K ﹤0.01% 1484
2021
Q3 		$3.11M Sell
87,217
-16,046
-16% -$659K ﹤0.01% 1292
2021
Q2 		$5.49M Buy
103,263
+32,354
+46% +$1.3M 0.01% 970
2021
Q1 		$2.77M Buy
70,909
+30,275
+75% +$1.54M ﹤0.01% 1316
2020
Q4 		$1.98M Sell
40,634
-2,150
-5% -$83.2K ﹤0.01% 1400
2020
Q3 		$908K Buy
+42,784
New +$659K ﹤0.01% 1703
2019
Q4 		– Sell
-16,136
Closed -$28K – 3061
2019
Q3 		$28K Sell
16,136
-9,650
-37% -$29.5K ﹤0.01% 2817
2019
Q2 		$67K Sell
25,786
-42,377
-62% -$170K ﹤0.01% 2847
2019
Q1 		$351K Buy
+68,163
New +$483K ﹤0.01% 2270

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's NIO Position: Q1 2026 in Review

Stifel Financial sold out of NIO (NIO) in Q1 2026, closing a stake of 11,807 shares — an estimated $60.2K sold.

Stifel Financial first reported a position in NIO in Q1 2019 and held it in 25 quarters. The position peaked at $5.49M in Q2 2021. 434 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Stifel Financial reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 11,807 NIO shares in Q1 2026, an estimated $60.2K.
  • Stifel Financial first reported a position in NIO in Q1 2019 and held it in 25 quarters.
  • Stifel Financial's NIO position peaked at $5.49M in Q2 2021.
  • 434 funds tracked by Wall St. Rank held NIO as of Q1 2026.

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