PFG Investments
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PFG Investments’s Streamex Corp STEX Stock Holding History

PFG Investments’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
Q3 		$116K Buy
179,841
+32,000
+22% +$24.9K ﹤0.01% 1226
2026
Q2 		$126K Buy
147,841
+17,150
+13% +$17.7K ﹤0.01% 1210
2026
Q1 		$148K Buy
130,691
+33,300
+34% +$84.7K 0.01% 1103
2025
Q4 		$295K Sell
97,391
-36,600
-27% -$164K 0.01% 813
2025
Q3 		$772K Buy
133,991
+47,729
+55% +$260K 0.04% 409
2025
Q2 		$616K Sell
86,262
-72,024
-46% -$252K 0.04% 456
2025
Q1 		$95.2K Buy
158,286
+48,000
+44% +$45.1K 0.01% 938
2024
Q4 		$164K Buy
+110,286
New +$168K 0.01% 923
2024
Q2 		– Sell
-106,146
Closed -$70.2K – 961
2024
Q1 		$70.2K Buy
106,146
+90,386
+574% +$131K ﹤0.01% 982
2023
Q4 		$74.9K Buy
15,760
+1,400
+10% +$5.8K 0.01% 469
2023
Q3 		$70.3K Buy
14,360
+6,350
+79% +$47.7K 0.01% 486
2023
Q2 		$100K Buy
8,010
+1,450
+22% +$18.6K 0.02% 488
2023
Q1 		$74.8K Buy
+6,560
New +$64.2K 0.02% 474

Other funds holding STEX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Yorkville Advisors Global
Yorkville Advisors Global Mountainside, New Jersey $133M AUM 33.08% 1-Year Est. Return
Legacy Wealth Management (Idaho)
Legacy Wealth Management (Idaho) Boise, Idaho $219M AUM 0.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

PFG Investments's STEX Position: Q3 2026 in Review

PFG Investments increased its Streamex Corp (STEX) stake by 22% in Q3 2026, buying an estimated $24.9K and bringing the position to 179,841 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

PFG Investments first reported a position in STEX in Q1 2023 and has held it in 13 quarters since. The position peaked at $772K in Q3 2025. 44 funds tracked by Wall St. Rank hold STEX as of Q3 2026.

  • PFG Investments held 179,841 shares of Streamex Corp worth $116K as of Q3 2026.
  • PFG Investments bought 32,000 Streamex Corp shares in Q3 2026, an estimated $24.9K.
  • Streamex Corp made up ﹤0.01% of PFG Investments's portfolio in Q3 2026, its #1226 holding.
  • PFG Investments first reported a position in Streamex Corp in Q1 2023 and has held it in 13 quarters since.
  • PFG Investments's Streamex Corp position peaked at $772K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Streamex Corp as of Q3 2026.

Based on PFG Investments's 13F filing for Q3 2026, filed 12 Nov 2026.