GT
STEX

Greenleaf Trust’s Streamex Corp STEX Stock Holding History

Greenleaf Trust’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 		$58.4K Hold
68,632
– – ﹤0.01% 866
2026
Q1 		$77.6K Hold
68,632
– – ﹤0.01% 801
2025
Q4 		$208K Hold
68,632
– – ﹤0.01% 786
2025
Q3 		$395K Buy
68,632
+52,632
+329% +$287K ﹤0.01% 559
2025
Q2 		$114K Buy
+16,000
New +$56K ﹤0.01% 785

Other funds holding STEX

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $260M AUM 29.1% 1-Year Est. Return

Greenleaf Trust's STEX Position: Q2 2026 in Review

Greenleaf Trust held its Streamex Corp (STEX) position steady in Q2 2026 at 68,632 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Greenleaf Trust first reported a position in STEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $395K in Q3 2025. 9 funds tracked by Wall St. Rank hold STEX as of Q2 2026.

  • Greenleaf Trust held 68,632 shares of Streamex Corp worth $58.4K as of Q2 2026.
  • Greenleaf Trust left its Streamex Corp share count unchanged in Q2 2026.
  • Streamex Corp made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #866 holding.
  • Greenleaf Trust first reported a position in Streamex Corp in Q2 2025 and has held it in 5 quarters since.
  • Greenleaf Trust's Streamex Corp position peaked at $395K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.