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Golden State Wealth Management’s StoneCo STNE Stock Holding History

Golden State Wealth Management’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
2026
Q2 		– Sell
-21
Closed -$297 – 1695
2026
Q1 		$297 Hold
21
– – ﹤0.01% 1536
2025
Q4 		$311 Hold
21
– – ﹤0.01% 1612
2025
Q3 		$397 Buy
+21
New +$334 ﹤0.01% 1588
2020
Q4 		– Sell
-2,000
Closed -$106K – 405
2020
Q3 		$106K Buy
+2,000
New +$95.5K 0.04% 250

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Golden State Wealth Management's STNE Position: Q2 2026 in Review

Golden State Wealth Management sold out of StoneCo (STNE) in Q2 2026, closing a stake of 21 shares — an estimated $297 sold.

Golden State Wealth Management first reported a position in STNE in Q3 2020 and held it in 4 quarters. The position peaked at $106K in Q3 2020. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Golden State Wealth Management reported no remaining StoneCo position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 21 StoneCo shares in Q2 2026, an estimated $297.
  • Golden State Wealth Management first reported a position in StoneCo in Q3 2020 and held it in 4 quarters.
  • Golden State Wealth Management's StoneCo position peaked at $106K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.