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Kapstone Financial Advisors’s Seagate STX Stock Holding History

Kapstone Financial Advisors’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Buy
+285
New +$217K 0.12% 129

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kapstone Financial Advisors's STX Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in Seagate (STX) in Q2 2026: 285 shares worth $275K. The stake represents 0.12% of the portfolio and ranks #129 among its holdings.

1,947 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Kapstone Financial Advisors held 285 shares of Seagate worth $275K as of Q2 2026.
  • Seagate was a new Kapstone Financial Advisors position in Q2 2026.
  • Seagate made up 0.12% of Kapstone Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • 1,947 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.