SWA
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SOA Wealth Advisors’s Extreme Networks EXTR Stock Holding History

SOA Wealth Advisors’s Portfolio EXTR Stock Details EXTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.03K Buy
400
+100
+33% +$1.49K ﹤0.01% 640
2025
Q4 		$5K Buy
300
+100
+50% +$1.84K ﹤0.01% 662
2025
Q3 		$4.13K Buy
200
+100
+100% +$1.99K ﹤0.01% 681
2025
Q2 		$1.79K Buy
+100
New +$1.47K ﹤0.01% 725

Other funds holding EXTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

SOA Wealth Advisors's EXTR Position: Q1 2026 in Review

SOA Wealth Advisors increased its Extreme Networks (EXTR) stake by 33% in Q1 2026, buying an estimated $1.49K and bringing the position to 400 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

SOA Wealth Advisors first reported a position in EXTR in Q2 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold EXTR as of Q1 2026.

  • SOA Wealth Advisors held 400 shares of Extreme Networks worth $6.03K as of Q1 2026.
  • SOA Wealth Advisors bought 100 Extreme Networks shares in Q1 2026, an estimated $1.49K.
  • Extreme Networks made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #640 holding.
  • SOA Wealth Advisors first reported a position in Extreme Networks in Q2 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Extreme Networks as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.