SPIA
OPTX icon

Steward Partners Investment Advisory’s Syntec Optics OPTX Stock Holding History

Steward Partners Investment Advisory’s Portfolio OPTX Stock Details OPTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,250
Closed -$8.79K – 4807
2026
Q1 		$8.79K Sell
1,250
-1,150
-48% -$7.1K ﹤0.01% 3610
2025
Q4 		$6.86K Buy
+2,400
New +$4.82K ﹤0.01% 3592

Other funds holding OPTX

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Syntec Optics (OPTX) in Q2 2026, closing a stake of 1,250 shares — an estimated $8.79K sold.

Steward Partners Investment Advisory first reported a position in OPTX in Q4 2025 and held it in 2 quarters. The position peaked at $8.79K in Q1 2026. 60 funds tracked by Wall St. Rank hold OPTX as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Syntec Optics position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,250 Syntec Optics shares in Q2 2026, an estimated $8.79K.
  • Steward Partners Investment Advisory first reported a position in Syntec Optics in Q4 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Syntec Optics position peaked at $8.79K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Syntec Optics as of Q2 2026.

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