Stifel Financial
PTON icon

Stifel Financial’s Peloton Interactive PTON Stock Holding History

Stifel Financial’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191K Sell
32,322
-3,389
-9% -$18.3K ﹤0.01% 3527
2026
Q1 		$153K Sell
35,711
-3,718
-9% -$18.1K ﹤0.01% 3492
2025
Q4 		$243K Sell
39,429
-25,898
-40% -$182K ﹤0.01% 3278
2025
Q3 		$588K Sell
65,327
-1,956
-3% -$14.6K ﹤0.01% 2717
2025
Q2 		$467K Buy
67,283
+3,411
+5% +$22.2K ﹤0.01% 2822
2025
Q1 		$404K Sell
63,872
-3,058
-5% -$24K ﹤0.01% 2824
2024
Q4 		$582K Buy
66,930
+28,181
+73% +$220K ﹤0.01% 2589
2024
Q3 		$181K Sell
38,749
-10,159
-21% -$39.9K ﹤0.01% 3162
2024
Q2 		$165K Buy
48,908
+191
+0.4% +$684 ﹤0.01% 3145
2024
Q1 		$209K Buy
48,717
+13,737
+39% +$67.8K ﹤0.01% 3083
2023
Q4 		$213K Sell
34,980
-8,029
-19% -$43.3K ﹤0.01% 3034
2023
Q3 		$217K Buy
43,009
+1,759
+4% +$12.5K ﹤0.01% 2949
2023
Q2 		$317K Buy
41,250
+1,050
+3% +$8.92K ﹤0.01% 2790
2023
Q1 		$456K Buy
40,200
+1,025
+3% +$12.3K ﹤0.01% 2569
2022
Q4 		$311K Sell
39,175
-11,712
-23% -$112K ﹤0.01% 2741
2022
Q3 		$352K Sell
50,887
-11,806
-19% -$120K ﹤0.01% 2638
2022
Q2 		$575K Buy
62,693
+8,905
+17% +$143K ﹤0.01% 2394
2022
Q1 		$1.42M Sell
53,788
-436
-0.8% -$12.5K ﹤0.01% 1879
2021
Q4 		$1.94M Sell
54,224
-37,998
-41% -$2.32M ﹤0.01% 1638
2021
Q3 		$8.03M Buy
92,222
+5,308
+6% +$587K 0.01% 808
2021
Q2 		$10.8M Sell
86,914
-27,196
-24% -$2.89M 0.02% 677
2021
Q1 		$12.8M Sell
114,110
-12,882
-10% -$1.71M 0.02% 579
2020
Q4 		$19.3M Sell
126,992
-37,994
-23% -$4.63M 0.03% 411
2020
Q3 		$16.4M Buy
164,986
+68,307
+71% +$5.03M 0.03% 402
2020
Q2 		$5.58M Buy
96,679
+52,188
+117% +$2.16M 0.01% 690
2020
Q1 		$1.2M Sell
44,491
-79,419
-64% -$2.21M ﹤0.01% 1314
2019
Q4 		$3.53M Buy
+123,910
New +$3.34M 0.01% 1022

Other funds holding PTON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Stifel Financial's PTON Position: Q2 2026 in Review

Stifel Financial reduced its Peloton Interactive (PTON) stake by 9.5% in Q2 2026, selling an estimated $18.3K and leaving 32,322 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

Stifel Financial first reported a position in PTON in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.3M in Q4 2020. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Stifel Financial held 32,322 shares of Peloton Interactive worth $191K as of Q2 2026.
  • Stifel Financial sold 3,389 Peloton Interactive shares in Q2 2026, an estimated $18.3K.
  • Peloton Interactive made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3527 holding.
  • Stifel Financial first reported a position in Peloton Interactive in Q4 2019 and has held it in 27 quarters since.
  • Stifel Financial's Peloton Interactive position peaked at $19.3M in Q4 2020.
  • 464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

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