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Beacon Pointe Advisors’s Optex Systems OPXS Stock Holding History

Beacon Pointe Advisors’s Portfolio OPXS Stock Details OPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Buy
16,900
+2,850
+20% +$39.3K ﹤0.01% 1675
2025
Q4 		$199K Buy
14,050
+1,890
+16% +$27.9K ﹤0.01% 1429
2025
Q3 		$157K Buy
+12,160
New +$147K ﹤0.01% 1339

Other funds holding OPXS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's OPXS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Optex Systems (OPXS) stake by 20% in Q1 2026, buying an estimated $39.3K and bringing the position to 16,900 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Beacon Pointe Advisors first reported a position in OPXS in Q3 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold OPXS as of Q1 2026.

  • Beacon Pointe Advisors held 16,900 shares of Optex Systems worth $224K as of Q1 2026.
  • Beacon Pointe Advisors bought 2,850 Optex Systems shares in Q1 2026, an estimated $39.3K.
  • Optex Systems made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1675 holding.
  • Beacon Pointe Advisors first reported a position in Optex Systems in Q3 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Optex Systems as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.