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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
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

ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's OPTX Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Syntec Optics (OPTX) stake by 48% in Q1 2026, selling an estimated $7.1K and leaving 1,250 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Steward Partners Investment Advisory first reported a position in OPTX in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold OPTX as of Q1 2026.

  • Steward Partners Investment Advisory held 1,250 shares of Syntec Optics worth $8.79K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,150 Syntec Optics shares in Q1 2026, an estimated $7.1K.
  • Syntec Optics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3610 holding.
  • Steward Partners Investment Advisory first reported a position in Syntec Optics in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Syntec Optics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.