Stifel Financial’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.6M | Buy |
38,029
+13,374
| +54% | +$1.3M | ﹤0.01% | 1551 |
|
|
2025
Q4 | $2.67M | Sell |
24,655
-499
| -2% | -$50.6K | ﹤0.01% | 1730 |
|
|
2025
Q3 | $2.52M | Sell |
25,154
-1,278
| -5% | -$118K | ﹤0.01% | 1750 |
|
|
2025
Q2 | $2.32M | Sell |
26,432
-1,220
| -4% | -$85.2K | ﹤0.01% | 1740 |
|
|
2025
Q1 | $1.95M | Buy |
27,652
+604
| +2% | +$48.3K | ﹤0.01% | 1772 |
|
|
2024
Q4 | $2.01M | Buy |
27,048
+1,632
| +6% | +$124K | ﹤0.01% | 1772 |
|
|
2024
Q3 | $1.9M | Sell |
25,416
-4,031
| -14% | -$258K | ﹤0.01% | 1808 |
|
|
2024
Q2 | $1.76M | Sell |
29,447
-32,413
| -52% | -$1.9M | ﹤0.01% | 1805 |
|
|
2024
Q1 | $4.03M | Buy |
61,860
+24,431
| +65% | +$1.9M | ﹤0.01% | 1276 |
|
|
2023
Q4 | $3.43M | Sell |
37,429
-6,763
| -15% | -$566K | ﹤0.01% | 1322 |
|
|
2023
Q3 | $3.12M | Buy |
44,192
+827
| +2% | +$64K | ﹤0.01% | 1301 |
|
|
2023
Q2 | $2.77M | Sell |
43,365
-5,934
| -12% | -$360K | ﹤0.01% | 1405 |
|
|
2023
Q1 | $3.24M | Sell |
49,299
-906
| -2% | -$53K | ﹤0.01% | 1281 |
|
|
2022
Q4 | $2.04M | Sell |
50,205
-5,424
| -10% | -$283K | ﹤0.01% | 1509 |
|
|
2022
Q3 | $3.14M | Buy |
55,629
+2,415
| +5% | +$184K | 0.01% | 1189 |
|
|
2022
Q2 | $4.37M | Sell |
53,214
-1,506
| -3% | -$146K | 0.01% | 1039 |
|
|
2022
Q1 | $6.86M | Buy |
54,720
+3,492
| +7% | +$512K | 0.01% | 894 |
|
|
2021
Q4 | $11.7M | Sell |
51,228
-35,259
| -41% | -$9.51M | 0.02% | 681 |
|
|
2021
Q3 | $27.1M | Buy |
86,487
+3,382
| +4% | +$1.27M | 0.04% | 385 |
|
|
2021
Q2 | $38.2M | Sell |
83,105
-517
| -0.6% | -$183K | 0.06% | 285 |
|
|
2021
Q1 | $27.2M | Sell |
83,622
-21,345
| -20% | -$8.37M | 0.04% | 341 |
|
|
2020
Q4 | $34.9M | Buy |
104,967
+9,450
| +10% | +$2.48M | 0.06% | 279 |
|
|
2020
Q3 | $18M | Buy |
95,517
+19,540
| +26% | +$3.09M | 0.04% | 377 |
|
|
2020
Q2 | $8.85M | Sell |
75,977
-3,401
| -4% | -$389K | 0.02% | 538 |
|
|
2020
Q1 | $6.93M | Buy |
79,378
+216
| +0.3% | +$24.9K | 0.02% | 550 |
|
|
2019
Q4 | $10.6M | Buy |
79,162
+61,430
| +346% | +$8.44M | 0.02% | 585 |
|
|
2019
Q3 | $1.8M | Buy |
17,732
+4,029
| +29% | +$493K | ﹤0.01% | 1386 |
|
|
2019
Q2 | $1.24M | Buy |
13,703
+6,024
| +78% | +$484K | ﹤0.01% | 1666 |
|
|
2019
Q1 | $494K | Sell |
7,679
-2,251
| -23% | -$120K | ﹤0.01% | 2073 |
|
|
2018
Q4 | $303K | Buy |
9,930
+1,205
| +14% | +$56.8K | ﹤0.01% | 2222 |
|
|
2018
Q3 | $637K | Buy |
8,725
+595
| +7% | +$34.1K | ﹤0.01% | 1973 |
|
|
2018
Q2 | $346K | Sell |
8,130
-920
| -10% | -$33.6K | ﹤0.01% | 2210 |
|
|
2018
Q1 | $281K | Buy |
9,050
+3,880
| +75% | +$160K | ﹤0.01% | 2285 |
|
|
2017
Q4 | $267K | Buy |
+5,170
| New | +$178K | ﹤0.01% | 2268 |
|
Other funds holding ROKU
VPM
VCM
AIM
Stifel Financial's ROKU Position: Q1 2026 in Review
Stifel Financial increased its Roku (ROKU) stake by 54% in Q1 2026, buying an estimated $1.3M and bringing the position to 38,029 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1551.
Stifel Financial first reported a position in ROKU in Q4 2017 and has held it in 34 quarters since. The position peaked at $38.2M in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.
- Stifel Financial held 38,029 shares of Roku worth $3.6M as of Q1 2026.
- Stifel Financial bought 13,374 Roku shares in Q1 2026, an estimated $1.3M.
- Roku made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1551 holding.
- Stifel Financial first reported a position in Roku in Q4 2017 and has held it in 34 quarters since.
- Stifel Financial's Roku position peaked at $38.2M in Q2 2021.
- 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.