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SBI Securities’s Mexco Energy MXC Stock Holding History

SBI Securities’s Portfolio MXC Stock Details MXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105 Buy
14
+4
+40% +$36 ﹤0.01% 3500
2026
Q1 		$102 Hold
10
– – ﹤0.01% 3403
2025
Q4 		$99 Hold
10
– – ﹤0.01% 3406
2025
Q3 		$92 Hold
10
– – ﹤0.01% 3539
2025
Q2 		$89 Hold
10
– – ﹤0.01% 3571
2025
Q1 		$82 Hold
10
– – ﹤0.01% 3508
2024
Q4 		$113 Buy
+10
New +$120 ﹤0.01% 3422

Other funds holding MXC

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SBI Securities's MXC Position: Q2 2026 in Review

SBI Securities increased its Mexco Energy (MXC) stake by 40% in Q2 2026, buying an estimated $36 and bringing the position to 14 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

SBI Securities first reported a position in MXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $113 in Q4 2024. 14 funds tracked by Wall St. Rank hold MXC as of Q2 2026.

  • SBI Securities held 14 shares of Mexco Energy worth $105 as of Q2 2026.
  • SBI Securities bought 4 Mexco Energy shares in Q2 2026, an estimated $36.
  • Mexco Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3500 holding.
  • SBI Securities first reported a position in Mexco Energy in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Mexco Energy position peaked at $113 in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.