Bessemer Group’s Strive 500 ETF STXF Stock Holding History

Bessemer Group’s Portfolio STXF Stock Details STXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$173K	Hold	4,118	–	–	﹤0.01%	1426
2025 Q4	$182K	Hold	4,118	–	–	﹤0.01%	1366
2025 Q3	$178K	Hold	4,118	–	–	﹤0.01%	1148
2025 Q2	$165K	Hold	4,118	–	–	﹤0.01%	1126
2025 Q1	$149K	Hold	4,118	–	–	﹤0.01%	1141
2024 Q4	$156K	Hold	4,118	–	–	﹤0.01%	1125
2024 Q3	$152K	Hold	4,118	–	–	﹤0.01%	1186
2024 Q2	$144K	Hold	4,118	–	–	﹤0.01%	1082
2024 Q1	$139K	Hold	4,118	–	–	﹤0.01%	1101
2023 Q4	$126K	Hold	4,118	–	–	﹤0.01%	1164
2023 Q3	$113K	Hold	4,118	–	–	﹤0.01%	1166
2023 Q2	$117K	Hold	4,118	–	–	﹤0.01%	1184
2023 Q1	$108K	Hold	4,118	–	–	﹤0.01%	1057
2022 Q4	$100K	Buy	+4,118	New	+$101K	﹤0.01%	1039

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bessemer Group's STXF Position: Q1 2026 in Review

Bessemer Group held its Strive 500 ETF (STXF) position steady in Q1 2026 at 4,118 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Bessemer Group first reported a position in STXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $182K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Bessemer Group held 4,118 shares of Strive 500 ETF worth $173K as of Q1 2026.
Bessemer Group left its Strive 500 ETF share count unchanged in Q1 2026.
Strive 500 ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1426 holding.
Bessemer Group first reported a position in Strive 500 ETF in Q4 2022 and has held it in 14 quarters since.
Bessemer Group's Strive 500 ETF position peaked at $182K in Q4 2025.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.