PWMAI
STOK icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Stoke Therapeutics STOK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio STOK Stock Details STOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78K Hold
85
– – ﹤0.01% 492
2026
Q1 		$2.77K Buy
+85
New +$2.79K ﹤0.01% 458

Other funds holding STOK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s STOK Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Stoke Therapeutics (STOK) position steady in Q2 2026 at 85 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in STOK in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 85 shares of Stoke Therapeutics worth $2.78K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Stoke Therapeutics share count unchanged in Q2 2026.
  • Stoke Therapeutics made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #492 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Stoke Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.