Stifel Financial
NOA

Stifel Financial’s North American Construction NOA Stock Holding History

Stifel Financial’s Portfolio NOA Stock Details NOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-79,432
Closed -$1.13M – 3657
2025
Q3 		$1.13M Sell
79,432
-283,760
-78% -$4.13M ﹤0.01% 2328
2025
Q2 		$5.8M Buy
363,192
+298,319
+460% +$4.85M 0.01% 1176
2025
Q1 		$1.02M Buy
+64,873
New +$1.2M ﹤0.01% 2218
2022
Q2 		– Sell
-145,641
Closed -$2.1M – 3422
2022
Q1 		$2.1M Buy
+145,641
New +$2.18M ﹤0.01% 1582
2021
Q4 		– Sell
-72,925
Closed -$1.07M – 3433
2021
Q3 		$1.07M Sell
72,925
-21,387
-23% -$307K ﹤0.01% 2045
2021
Q2 		$1.43M Buy
94,312
+2,015
+2% +$26.9K ﹤0.01% 1835
2021
Q1 		$992K Sell
92,297
-43,247
-32% -$465K ﹤0.01% 1994
2020
Q4 		$1.34M Buy
+135,544
New +$1.19M ﹤0.01% 1641

Other funds holding NOA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
BAM
Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Stifel Financial's NOA Position: Q4 2025 in Review

Stifel Financial sold out of North American Construction (NOA) in Q4 2025, closing a stake of 79,432 shares — an estimated $1.13M sold.

Stifel Financial first reported a position in NOA in Q4 2020 and held it in 8 quarters. The position peaked at $5.8M in Q2 2025. 79 funds tracked by Wall St. Rank hold NOA as of Q4 2025.

  • Stifel Financial reported no remaining North American Construction position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 79,432 North American Construction shares in Q4 2025, an estimated $1.13M.
  • Stifel Financial first reported a position in North American Construction in Q4 2020 and held it in 8 quarters.
  • Stifel Financial's North American Construction position peaked at $5.8M in Q2 2025.
  • 79 funds tracked by Wall St. Rank held North American Construction as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.