American Capital Advisory’s Stem STEM Stock Holding History

American Capital Advisory’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
2026 Q3	$102	Hold	24	–	–	﹤0.01%	1125
2026 Q2	$188	Buy	+24	New	+$223	﹤0.01%	1077

Other funds holding STEM

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CKW Financial Group Honolulu, Hawaii $1.03B AUM 14.14% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

American Capital Advisory's STEM Position: Q3 2026 in Review

American Capital Advisory held its Stem (STEM) position steady in Q3 2026 at 24 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

American Capital Advisory first reported a position in STEM in Q2 2026 and has held it in 2 quarters since. The position peaked at $188 in Q2 2026. 9 funds tracked by Wall St. Rank hold STEM as of Q3 2026.

American Capital Advisory held 24 shares of Stem worth $102 as of Q3 2026.
American Capital Advisory left its Stem share count unchanged in Q3 2026.
Stem made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #1125 holding.
American Capital Advisory first reported a position in Stem in Q2 2026 and has held it in 2 quarters since.
American Capital Advisory's Stem position peaked at $188 in Q2 2026.
9 funds tracked by Wall St. Rank held Stem as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.