Commonwealth Equity Services’s Streamex Corp STEX Stock Holding History

Commonwealth Equity Services’s Portfolio STEX Stock Details STEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24,899	Closed	-$28.1K	–	4431
2026 Q1	$28.1K	Buy	+24,899	New	+$63.3K	﹤0.01%	4238
2025 Q2	–	Sell	-12,520	Closed	-$8K	–	4265
2025 Q1	$8K	Hold	12,520	–	–	﹤0.01%	4155
2024 Q4	$19K	Buy	+12,520	New	+$19.1K	﹤0.01%	4044
2024 Q2	–	Sell	-12,500	Closed	-$8K	–	4057
2024 Q1	$8K	Sell	12,500 -71	-0.6%	-$103	﹤0.01%	4000
2023 Q4	$60K	Hold	12,571	–	–	﹤0.01%	3739
2023 Q3	$62K	Hold	12,571	–	–	﹤0.01%	3632
2023 Q2	$157K	Hold	12,571	–	–	﹤0.01%	3476
2023 Q1	$143K	Sell	12,571 -1,200	-9%	-$11.7K	﹤0.01%	3419
2022 Q4	$57K	Buy	13,771 +1,200	+10%	+$5.93K	﹤0.01%	3502
2022 Q3	$80K	Hold	12,571	–	–	﹤0.01%	3415
2022 Q2	$82K	Hold	12,571	–	–	﹤0.01%	3407
2022 Q1	$144K	Buy	12,571 +2,450	+24%	+$39.1K	﹤0.01%	3409
2021 Q4	$225K	Buy	+10,121	New	+$278K	﹤0.01%	3198

Other funds holding STEX

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

YAG

Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Commonwealth Equity Services's STEX Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Streamex Corp (STEX) in Q2 2026, closing a stake of 24,899 shares — an estimated $28.1K sold.

Commonwealth Equity Services first reported a position in STEX in Q4 2021 and held it in 13 quarters. The position peaked at $225K in Q4 2021. 53 funds tracked by Wall St. Rank hold STEX as of Q2 2026.

Commonwealth Equity Services reported no remaining Streamex Corp position as of Q2 2026 after selling out during the quarter.
Commonwealth Equity Services sold 24,899 Streamex Corp shares in Q2 2026, an estimated $28.1K.
Commonwealth Equity Services first reported a position in Streamex Corp in Q4 2021 and held it in 13 quarters.
Commonwealth Equity Services's Streamex Corp position peaked at $225K in Q4 2021.
53 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.