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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s STEX Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Streamex Corp (STEX) stake by 0.8% in Q1 2026, selling an estimated $143K and leaving 7,029,351 shares worth $7.94M. The position accounts for 3.95% of the portfolio, ranked #3.

Legacy Wealth Management (Idaho) first reported a position in STEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.8M in Q2 2025. 65 funds tracked by Wall St. Rank hold STEX as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 7,029,351 shares of Streamex Corp worth $7.94M as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 56,382 Streamex Corp shares in Q1 2026, an estimated $143K.
  • Streamex Corp made up 3.95% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #3 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Streamex Corp in Q4 2024 and has held it in 6 quarters since.
  • Legacy Wealth Management (Idaho)'s Streamex Corp position peaked at $48.8M in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.