Stifel Financial’s Tao Synergies Inc TAOX Stock Holding History

Stifel Financial’s Portfolio TAOX Stock Details TAOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16,750	Closed	-$110K	–	3707
2025 Q3	$110K	Buy	+16,750	New	+$121K	﹤0.01%	3438

Other funds holding TAOX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stifel Financial's TAOX Position: Q4 2025 in Review

Stifel Financial sold out of Tao Synergies Inc (TAOX) in Q4 2025, closing a stake of 16,750 shares — an estimated $110K sold.

Stifel Financial first reported a position in TAOX in Q3 2025 and held it in 1 quarter. The position peaked at $110K in Q3 2025. 26 funds tracked by Wall St. Rank hold TAOX as of Q4 2025.

Stifel Financial reported no remaining Tao Synergies Inc position as of Q4 2025 after selling out during the quarter.
Stifel Financial sold 16,750 Tao Synergies Inc shares in Q4 2025, an estimated $110K.
Stifel Financial first reported a position in Tao Synergies Inc in Q3 2025 and held it in 1 quarter.
Stifel Financial's Tao Synergies Inc position peaked at $110K in Q3 2025.
26 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q4 2025.

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