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 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	$143	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 $201M AUM 259.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Commonwealth Equity Services's STEX Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in Streamex Corp (STEX) in Q1 2026: 24,899 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #4238 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in STEX as recently as Q1 2025.

Commonwealth Equity Services first reported a position in STEX in Q4 2021 and has held it in 13 quarters since. The position peaked at $225K in Q4 2021. 65 funds tracked by Wall St. Rank hold STEX as of Q1 2026.

Commonwealth Equity Services held 24,899 shares of Streamex Corp worth $28.1K as of Q1 2026.
Streamex Corp was a new Commonwealth Equity Services position in Q1 2026.
Streamex Corp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4238 holding.
Commonwealth Equity Services first reported a position in Streamex Corp in Q4 2021 and has held it in 13 quarters since.
Commonwealth Equity Services's Streamex Corp position peaked at $225K in Q4 2021.
65 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.