Optimize Financial’s Quanex NX Stock Holding History

Optimize Financial’s Portfolio NX Stock Details NX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Sell	20,176 -70	-0.3%	-$1.29K	0.14%	225
2026 Q1	$364K	Buy	+20,246	New	+$382K	0.18%	218

Other funds holding NX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Optimize Financial's NX Position: Q2 2026 in Review

Optimize Financial reduced its Quanex (NX) stake by 0.35% in Q2 2026, selling an estimated $1.29K and leaving 20,176 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #225.

Optimize Financial first reported a position in NX in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold NX as of Q2 2026.

Optimize Financial held 20,176 shares of Quanex worth $376K as of Q2 2026.
Optimize Financial sold 70 Quanex shares in Q2 2026, an estimated $1.29K.
Quanex made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #225 holding.
Optimize Financial first reported a position in Quanex in Q1 2026 and has held it in 2 quarters since.
181 funds tracked by Wall St. Rank held Quanex as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.