SageView Advisory Group’s StoneCo STNE Stock Holding History

SageView Advisory Group’s Portfolio STNE Stock Details STNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-101	Closed	-$1.49K	–	2202
2025 Q4	$1.49K	Buy	+101	New	+$1.69K	﹤0.01%	2296

Other funds holding STNE

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

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

BGBI

BRC-Global BAH Investments Nassau $107M AUM

Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's STNE Position: Q1 2026 in Review

SageView Advisory Group sold out of StoneCo (STNE) in Q1 2026, closing a stake of 101 shares — an estimated $1.49K sold.

SageView Advisory Group first reported a position in STNE in Q4 2025 and held it in 1 quarter. The position peaked at $1.49K in Q4 2025. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

SageView Advisory Group reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 101 StoneCo shares in Q1 2026, an estimated $1.49K.
SageView Advisory Group first reported a position in StoneCo in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's StoneCo position peaked at $1.49K in Q4 2025.
277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.