Allworth Financial’s Streamex Corp STEX Stock Holding History

Allworth Financial’s Portfolio STEX Stock Details STEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-200	Closed	-$606	–	5207
2025 Q4	$606	Hold	200	–	–	﹤0.01%	4488
2025 Q3	$1.15K	Buy	+200	New	+$1.09K	﹤0.01%	4209

Other funds holding STEX

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Allworth Financial's STEX Position: Q1 2026 in Review

Allworth Financial sold out of Streamex Corp (STEX) in Q1 2026, closing a stake of 200 shares — an estimated $606 sold.

Allworth Financial first reported a position in STEX in Q3 2025 and held it in 2 quarters. The position peaked at $1.15K in Q3 2025. 65 funds tracked by Wall St. Rank hold STEX as of Q1 2026.

Allworth Financial reported no remaining Streamex Corp position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 200 Streamex Corp shares in Q1 2026, an estimated $606.
Allworth Financial first reported a position in Streamex Corp in Q3 2025 and held it in 2 quarters.
Allworth Financial's Streamex Corp position peaked at $1.15K in Q3 2025.
65 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.