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
Q2 		$177K Sell
207,913
-30,000
-13% -$31K ﹤0.01% 475
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

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Kovitz Investment Group Partners's STEX Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Streamex Corp (STEX) stake by 13% in Q2 2026, selling an estimated $31K and leaving 207,913 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Kovitz Investment Group Partners first reported a position in STEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $721K in Q4 2025. 52 funds tracked by Wall St. Rank hold STEX as of Q2 2026.

  • Kovitz Investment Group Partners held 207,913 shares of Streamex Corp worth $177K as of Q2 2026.
  • Kovitz Investment Group Partners sold 30,000 Streamex Corp shares in Q2 2026, an estimated $31K.
  • Streamex Corp made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #475 holding.
  • Kovitz Investment Group Partners first reported a position in Streamex Corp in Q4 2025 and has held it in 3 quarters since.
  • Kovitz Investment Group Partners's Streamex Corp position peaked at $721K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.