AFG
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Albion Financial Group’s Stem STEM Stock Holding History

Albion Financial Group’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6
Closed -$38 – 665
2025
Q2 		$38 Sell
6
-1
-14% -$9 ﹤0.01% 580
2025
Q1 		$48 Hold
7
– – ﹤0.01% 599
2024
Q4 		$82 Hold
7
– – ﹤0.01% 670
2024
Q3 		$48 Hold
7
– – ﹤0.01% 502
2024
Q2 		$150 Hold
7
– – ﹤0.01% 496
2024
Q1 		$296 Hold
7
– – ﹤0.01% 476
2023
Q4 		$524 Hold
7
– – ﹤0.01% 446
2023
Q3 		$573 Hold
7
– – ﹤0.01% 441
2023
Q2 		$773 Hold
7
– – ﹤0.01% 430
2023
Q1 		$766 Hold
7
– – ﹤0.01% 414
2022
Q4 		$1.21K Hold
7
– – ﹤0.01% 417
2022
Q3 		$2K Hold
7
– – ﹤0.01% 394
2022
Q2 		$1K Hold
7
– – ﹤0.01% 511
2022
Q1 		$1K Hold
7
– – ﹤0.01% 577
2021
Q4 		$3K Buy
+7
New +$3.03K ﹤0.01% 496

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Albion Financial Group's STEM Position: Q3 2025 in Review

Albion Financial Group sold out of Stem (STEM) in Q3 2025, closing a stake of 6 shares — an estimated $38 sold.

Albion Financial Group first reported a position in STEM in Q4 2021 and held it in 15 quarters. The position peaked at $3K in Q4 2021. 85 funds tracked by Wall St. Rank hold STEM as of Q3 2025.

  • Albion Financial Group reported no remaining Stem position as of Q3 2025 after selling out during the quarter.
  • Albion Financial Group sold 6 Stem shares in Q3 2025, an estimated $38.
  • Albion Financial Group first reported a position in Stem in Q4 2021 and held it in 15 quarters.
  • Albion Financial Group's Stem position peaked at $3K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Stem as of Q3 2025.

Based on Albion Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.