LWMI
STEX

Legacy Wealth Management (Idaho)’s Streamex Corp STEX Stock Holding History

Legacy Wealth Management (Idaho)’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 		$5.55M Sell
6,530,074
-499,277
-7% -$517K 2.29% 7
2026
Q1 		$7.94M Sell
7,029,351
-56,382
-0.8% -$143K 3.95% 3
2025
Q4 		$21.5M Sell
7,085,733
-431,634
-6% -$1.93M 10.27% 1
2025
Q3 		$43.3M Buy
7,517,367
+678,690
+10% +$3.7M 19.57% 1
2025
Q2 		$48.8M Buy
6,838,677
+622,169
+10% +$2.18M 25.41% 1
2025
Q1 		$3.74M Buy
6,216,508
+2,613,335
+73% +$2.45M 2.64% 8
2024
Q4 		$3.27M Buy
+3,603,173
New +$5.49M 2.09% 16

Other funds holding STEX

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s STEX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Streamex Corp (STEX) stake by 7.1% in Q2 2026, selling an estimated $517K and leaving 6,530,074 shares worth $5.55M. The position accounts for 2.29% of the portfolio, ranked #7.

Legacy Wealth Management (Idaho) first reported a position in STEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.8M in Q2 2025. 52 funds tracked by Wall St. Rank hold STEX as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 6,530,074 shares of Streamex Corp worth $5.55M as of Q2 2026.
  • Legacy Wealth Management (Idaho) sold 499,277 Streamex Corp shares in Q2 2026, an estimated $517K.
  • Streamex Corp made up 2.29% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #7 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Streamex Corp in Q4 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Streamex Corp position peaked at $48.8M in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.