Stifel Financial

Stifel Financial’s SunOpta STKL Stock Holding History

Stifel Financial’s Portfolio STKL Stock Details STKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-39,264	Closed	-$230K	–	3711
2025 Q3	$230K	Buy	39,264 +464	+1%	+$2.88K	﹤0.01%	3266
2025 Q2	$225K	Sell	38,800 -2,266	-6%	-$11.9K	﹤0.01%	3203
2025 Q1	$200K	Sell	41,066 -1,293	-3%	-$8.61K	﹤0.01%	3190
2024 Q4	$326K	Buy	+42,359	New	+$300K	﹤0.01%	2919
2024 Q2	–	Sell	-245,193	Closed	-$1.68M	–	3450
2024 Q1	$1.68M	Sell	245,193 -12,302	-5%	-$76K	﹤0.01%	1849
2023 Q4	$1.41M	Sell	257,495 -20,024	-7%	-$87.7K	﹤0.01%	1916
2023 Q3	$935K	Buy	277,519 +74,013	+36%	+$371K	﹤0.01%	2089
2023 Q2	$1.36M	Buy	203,506 +640	+0.3%	+$4.82K	﹤0.01%	1877
2023 Q1	$1.56M	Buy	202,866 +33,612	+20%	+$269K	﹤0.01%	1737
2022 Q4	$1.43M	Sell	169,254 -4,715	-3%	-$44.5K	﹤0.01%	1758
2022 Q3	$1.58M	Sell	173,969 -24,661	-12%	-$234K	﹤0.01%	1636
2022 Q2	$1.54M	Sell	198,630 -1,798	-0.9%	-$11.8K	﹤0.01%	1675
2022 Q1	$1.01M	Buy	200,428 +87,649	+78%	+$462K	﹤0.01%	2112
2021 Q4	$784K	Buy	+112,779	New	+$816K	﹤0.01%	2299

Other funds holding STKL

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return