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Independent Financial Group’s SpaceX SPCX Stock Holding History

Independent Financial Group’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.7M Buy
90,616
+56,906
+169% +$7.88M 0.25% 69
2026
Q2 		$5.76M Buy
+33,710
New +$5.73M 0.11% 188

Other funds holding SPCX

CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's SPCX Position: Q3 2026 in Review

Independent Financial Group increased its SpaceX (SPCX) stake by 169% in Q3 2026, buying an estimated $7.88M and bringing the position to 90,616 shares worth $13.7M. The position accounts for 0.25% of the portfolio, ranked #69.

Independent Financial Group first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Independent Financial Group held 90,616 shares of SpaceX worth $13.7M as of Q3 2026.
  • Independent Financial Group bought 56,906 SpaceX shares in Q3 2026, an estimated $7.88M.
  • SpaceX made up 0.25% of Independent Financial Group's portfolio in Q3 2026, its #69 holding.
  • Independent Financial Group first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.