Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s Solidion Technology STI Stock Holding History

Cassaday & Co Wealth Management’s Portfolio STI Stock Details STI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20 Hold
3
– – ﹤0.01% 1251
2026
Q2 		$28 Hold
3
– – ﹤0.01% 1305
2026
Q1 		$19 Buy
+3
New +$18 ﹤0.01% 1356

Other funds holding STI

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Colonial Trust Advisors
Colonial Trust Advisors Spartanburg, South Carolina $1.45B AUM 21.82% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Danske Bank
Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return

Cassaday & Co Wealth Management's STI Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Solidion Technology (STI) position steady in Q3 2026 at 3 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Cassaday & Co Wealth Management first reported a position in STI in Q1 2026 and has held it in 3 quarters since. The position peaked at $28 in Q2 2026. 11 funds tracked by Wall St. Rank hold STI as of Q3 2026.

  • Cassaday & Co Wealth Management held 3 shares of Solidion Technology worth $20 as of Q3 2026.
  • Cassaday & Co Wealth Management left its Solidion Technology share count unchanged in Q3 2026.
  • Solidion Technology made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1251 holding.
  • Cassaday & Co Wealth Management first reported a position in Solidion Technology in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Solidion Technology position peaked at $28 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Solidion Technology as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.