Stifel Financial’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $465K | Buy |
588
+2
| +0.3% | +$1.36K | ﹤0.01% | 2918 |
|
|
2025
Q4 | $324K | Buy |
586
+192
| +49% | +$121K | ﹤0.01% | 3104 |
|
|
2025
Q3 | $260K | Buy |
+394
| New | +$197K | ﹤0.01% | 3196 |
|
|
2023
Q3 | – | Sell |
-1,745
| Closed | -$310K | – | 3408 |
|
|
2023
Q2 | $310K | Sell |
1,745
-907
| -34% | -$183K | ﹤0.01% | 2801 |
|
|
2023
Q1 | $725K | Sell |
2,652
-417
| -14% | -$115K | ﹤0.01% | 2290 |
|
|
2022
Q4 | $843K | Buy |
3,069
+164
| +6% | +$48.8K | ﹤0.01% | 2128 |
|
|
2022
Q3 | $856K | Sell |
2,905
-766
| -21% | -$226K | ﹤0.01% | 2078 |
|
|
2022
Q2 | $913K | Sell |
3,671
-941
| -20% | -$250K | ﹤0.01% | 2071 |
|
|
2022
Q1 | $1.34M | Sell |
4,612
-1,194
| -21% | -$323K | ﹤0.01% | 1906 |
|
|
2021
Q4 | $1.78M | Buy |
5,806
+14
| +0.2% | +$4.26K | ﹤0.01% | 1704 |
|
|
2021
Q3 | $1.73M | Sell |
5,792
-10
| -0.2% | -$3.09K | ﹤0.01% | 1678 |
|
|
2021
Q2 | $1.81M | Buy |
5,802
+149
| +3% | +$43.6K | ﹤0.01% | 1679 |
|
|
2021
Q1 | $1.69M | Sell |
5,653
-548
| -9% | -$172K | ﹤0.01% | 1627 |
|
|
2020
Q4 | $1.73M | Buy |
6,201
+389
| +7% | +$89.5K | ﹤0.01% | 1481 |
|
|
2020
Q3 | $968K | Buy |
5,812
+1,909
| +49% | +$337K | ﹤0.01% | 1656 |
|
|
2020
Q2 | $681K | Buy |
3,903
+2,048
| +110% | +$344K | ﹤0.01% | 1811 |
|
|
2020
Q1 | $267K | Sell |
1,855
-64,263
| -97% | -$9.81M | ﹤0.01% | 2254 |
|
|
2019
Q4 | $12.5M | Buy |
66,118
+60,902
| +1,168% | +$9.82M | 0.03% | 517 |
|
|
2019
Q3 | $612K | Sell |
5,216
-60,238
| -92% | -$7.28M | ﹤0.01% | 2053 |
|
|
2019
Q2 | $8.61M | Buy |
65,454
+61,369
| +1,502% | +$8.89M | 0.02% | 635 |
|
|
2019
Q1 | $605K | Sell |
4,085
-60,271
| -94% | -$7.61M | ﹤0.01% | 1956 |
|
|
2018
Q4 | $6.4M | Sell |
64,356
-1,207
| -2% | -$119K | 0.02% | 660 |
|
|
2018
Q3 | $6.49M | Buy |
65,563
+3,210
| +5% | +$283K | 0.02% | 719 |
|
|
2018
Q2 | $5.28M | Buy |
62,353
+3,006
| +5% | +$236K | 0.02% | 791 |
|
|
2018
Q1 | $4.09M | Buy |
59,347
+700
| +1% | +$50K | 0.01% | 876 |
|
|
2017
Q4 | $4.16M | Sell |
58,647
-791
| -1% | -$50.7K | 0.01% | 845 |
|
|
2017
Q3 | $3.33M | Buy |
59,438
+5,038
| +9% | +$290K | 0.01% | 899 |
|
|
2017
Q2 | $2.83M | Buy |
54,400
+1,250
| +2% | +$61.9K | 0.01% | 946 |
|
|
2017
Q1 | $2.67M | Sell |
53,150
-1,208
| -2% | -$66K | 0.01% | 969 |
|
|
2016
Q4 | $3.14M | Sell |
54,358
-3,057
| -5% | -$167K | 0.01% | 842 |
|
|
2016
Q3 | $3.07M | Buy |
57,415
+52,000
| +960% | +$2.5M | 0.01% | 827 |
|
|
2016
Q2 | $209K | Buy |
+5,415
| New | +$201K | ﹤0.01% | 2238 |
|
|
2014
Q2 | – | Sell |
-26,607
| Closed | -$1.21M | – | 2262 |
|
|
2014
Q1 | $1.21M | Buy |
+26,607
| New | +$1.25M | 0.01% | 970 |
|
Other funds holding UI
SIM
Stifel Financial's UI Position: Q1 2026 in Review
Stifel Financial increased its Ubiquiti (UI) stake by 0.34% in Q1 2026, buying an estimated $1.36K and bringing the position to 588 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.
Stifel Financial first reported a position in UI in Q1 2014 and has held it in 33 quarters since. The position peaked at $12.5M in Q4 2019. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.
- Stifel Financial held 588 shares of Ubiquiti worth $465K as of Q1 2026.
- Stifel Financial bought 2 Ubiquiti shares in Q1 2026, an estimated $1.36K.
- Ubiquiti made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2918 holding.
- Stifel Financial first reported a position in Ubiquiti in Q1 2014 and has held it in 33 quarters since.
- Stifel Financial's Ubiquiti position peaked at $12.5M in Q4 2019.
- 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.