CKW Financial Group’s Stem STEM Stock Holding History

CKW Financial Group’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 Q1	$2K	Hold	192	–	–	﹤0.01%	129
2025 Q4	$3K	Hold	192	–	–	﹤0.01%	148
2025 Q3	$4K	Hold	192	–	–	﹤0.01%	144
2025 Q2	$1K	Sell	192 -2	-1%	-$18	﹤0.01%	169
2025 Q1	$1K	Hold	194	–	–	﹤0.01%	174
2024 Q4	$2K	Hold	194	–	–	﹤0.01%	218
2024 Q3	$1K	Sell	194 -225	-54%	-$3.54K	﹤0.01%	213
2024 Q2	$9K	Hold	419	–	–	﹤0.01%	182
2024 Q1	$18K	Hold	419	–	–	﹤0.01%	165
2023 Q4	$33K	Hold	419	–	–	﹤0.01%	154
2023 Q3	$36K	Hold	419	–	–	0.01%	141
2023 Q2	$48K	Hold	419	–	–	0.01%	129
2023 Q1	$48K	Hold	419	–	–	0.01%	117
2022 Q4	$75K	Hold	419	–	–	0.01%	86
2022 Q3	$112K	Hold	419	–	–	0.02%	68
2022 Q2	$60K	Hold	419	–	–	0.01%	105
2022 Q1	$95K	Hold	419	–	–	0.01%	89
2021 Q4	$160K	Buy	+419	New	+$182K	0.02%	54

Other funds holding STEM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CKW Financial Group's STEM Position: Q1 2026 in Review

CKW Financial Group held its Stem (STEM) position steady in Q1 2026 at 192 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

CKW Financial Group first reported a position in STEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $160K in Q4 2021. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

CKW Financial Group held 192 shares of Stem worth $2K as of Q1 2026.
CKW Financial Group left its Stem share count unchanged in Q1 2026.
Stem made up ﹤0.01% of CKW Financial Group's portfolio in Q1 2026, its #129 holding.
CKW Financial Group first reported a position in Stem in Q4 2021 and has held it in 18 quarters since.
CKW Financial Group's Stem position peaked at $160K in Q4 2021.
75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.