Steward Partners Investment Advisory’s RoboStrategy Inc BOT Stock Holding History

Steward Partners Investment Advisory’s Portfolio BOT Stock Details BOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.8K	Buy	+700	New	+$21.6K	﹤0.01%	3265

Other funds holding BOT

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 374.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Steward Partners Investment Advisory's BOT Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in RoboStrategy Inc (BOT) in Q2 2026: 700 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #3265 among its holdings.

18 funds tracked by Wall St. Rank hold BOT as of Q2 2026.

Steward Partners Investment Advisory held 700 shares of RoboStrategy Inc worth $27.8K as of Q2 2026.
RoboStrategy Inc was a new Steward Partners Investment Advisory position in Q2 2026.
RoboStrategy Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3265 holding.
18 funds tracked by Wall St. Rank held RoboStrategy Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.