Stifel Financial
STKL

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

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's STKL Position: Q4 2025 in Review

Stifel Financial sold out of SunOpta (STKL) in Q4 2025, closing a stake of 39,264 shares — an estimated $230K sold.

Stifel Financial first reported a position in STKL in Q4 2021 and held it in 14 quarters. The position peaked at $1.68M in Q1 2024. 183 funds tracked by Wall St. Rank hold STKL as of Q4 2025.

  • Stifel Financial reported no remaining SunOpta position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 39,264 SunOpta shares in Q4 2025, an estimated $230K.
  • Stifel Financial first reported a position in SunOpta in Q4 2021 and held it in 14 quarters.
  • Stifel Financial's SunOpta position peaked at $1.68M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held SunOpta as of Q4 2025.

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