Kovitz Investment Group Partners
STEX

Kovitz Investment Group Partners’s Streamex Corp STEX Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$269K Hold
237,913
– – 0.01% 456
2025
Q4 		$721K Buy
+237,913
New +$1.06M 0.02% 350

Other funds holding STEX

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VCM
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YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Kovitz Investment Group Partners's STEX Position: Q1 2026 in Review

Kovitz Investment Group Partners held its Streamex Corp (STEX) position steady in Q1 2026 at 237,913 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #456.

Kovitz Investment Group Partners first reported a position in STEX in Q4 2025 and has held it in 2 quarters since. The position peaked at $721K in Q4 2025. 65 funds tracked by Wall St. Rank hold STEX as of Q1 2026.

  • Kovitz Investment Group Partners held 237,913 shares of Streamex Corp worth $269K as of Q1 2026.
  • Kovitz Investment Group Partners left its Streamex Corp share count unchanged in Q1 2026.
  • Streamex Corp made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #456 holding.
  • Kovitz Investment Group Partners first reported a position in Streamex Corp in Q4 2025 and has held it in 2 quarters since.
  • Kovitz Investment Group Partners's Streamex Corp position peaked at $721K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.