Osaic Holdings
SMX icon

Osaic Holdings’s SMX (Security Matters) Plc SMX Stock Holding History

Osaic Holdings’s Portfolio SMX Stock Details SMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482 Buy
36
+17
+89% +$1.63K ﹤0.01% 7660
2026
Q1 		$7.54K Buy
19
+18
+1,800% +$46.3K ﹤0.01% 6451
2025
Q4 		$3.01K Buy
+1
New +$17.8K ﹤0.01% 6942

Other funds holding SMX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
CFM
Cornerstone Financial Management Burlington, Massachusetts $125M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's SMX Position: Q2 2026 in Review

Osaic Holdings increased its SMX (Security Matters) Plc (SMX) stake by 89% in Q2 2026, buying an estimated $1.63K and bringing the position to 36 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #7660.

Osaic Holdings first reported a position in SMX in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.54K in Q1 2026. 6 funds tracked by Wall St. Rank hold SMX as of Q2 2026.

  • Osaic Holdings held 36 shares of SMX (Security Matters) Plc worth $482 as of Q2 2026.
  • Osaic Holdings bought 17 SMX (Security Matters) Plc shares in Q2 2026, an estimated $1.63K.
  • SMX (Security Matters) Plc made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7660 holding.
  • Osaic Holdings first reported a position in SMX (Security Matters) Plc in Q4 2025 and has held it in 3 quarters since.
  • Osaic Holdings's SMX (Security Matters) Plc position peaked at $7.54K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held SMX (Security Matters) Plc as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.