Concord Wealth Partners’s StoneCo STNE Stock Holding History

Concord Wealth Partners’s Portfolio STNE Stock Details STNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,160	Closed	-$59.7K	–	887
2025 Q3	$59.7K	Buy	+3,160	New	+$50.2K	0.01%	315

Other funds holding STNE

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

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

BGBI

BRC-Global BAH Investments Nassau $107M AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Concord Wealth Partners's STNE Position: Q4 2025 in Review

Concord Wealth Partners sold out of StoneCo (STNE) in Q4 2025, closing a stake of 3,160 shares — an estimated $59.7K sold.

Concord Wealth Partners first reported a position in STNE in Q3 2025 and held it in 1 quarter. The position peaked at $59.7K in Q3 2025. 292 funds tracked by Wall St. Rank hold STNE as of Q4 2025.

Concord Wealth Partners reported no remaining StoneCo position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 3,160 StoneCo shares in Q4 2025, an estimated $59.7K.
Concord Wealth Partners first reported a position in StoneCo in Q3 2025 and held it in 1 quarter.
Concord Wealth Partners's StoneCo position peaked at $59.7K in Q3 2025.
292 funds tracked by Wall St. Rank held StoneCo as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.