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Independent Financial Group’s StoneCo STNE Stock Holding History

Independent Financial Group’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
2022
Q4 		– Sell
-10,400
Closed -$99.1K – 815
2022
Q3 		$99.1K Hold
10,400
– – 0.01% 711
2022
Q2 		$80.1K Buy
+10,400
New +$99.5K 0.01% 685

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Independent Financial Group's STNE Position: Q4 2022 in Review

Independent Financial Group sold out of StoneCo (STNE) in Q4 2022, closing a stake of 10,400 shares — an estimated $99.1K sold.

Independent Financial Group first reported a position in STNE in Q2 2022 and held it in 2 quarters. The position peaked at $99.1K in Q3 2022. 253 funds tracked by Wall St. Rank hold STNE as of Q4 2022.

  • Independent Financial Group reported no remaining StoneCo position as of Q4 2022 after selling out during the quarter.
  • Independent Financial Group sold 10,400 StoneCo shares in Q4 2022, an estimated $99.1K.
  • Independent Financial Group first reported a position in StoneCo in Q2 2022 and held it in 2 quarters.
  • Independent Financial Group's StoneCo position peaked at $99.1K in Q3 2022.
  • 253 funds tracked by Wall St. Rank held StoneCo as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.