SPIA
STEX

Steward Partners Investment Advisory’s Streamex Corp STEX Stock Holding History

Steward Partners Investment Advisory’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50
Closed -$57 – 4680
2026
Q1 		$57 Hold
50
– – ﹤0.01% 4361
2025
Q4 		$152 Hold
50
– – ﹤0.01% 4208
2025
Q3 		$288 Hold
50
– – ﹤0.01% 4157
2025
Q2 		$357 Hold
50
– – ﹤0.01% 3991
2025
Q1 		$30 Hold
50
– – ﹤0.01% 3976
2024
Q4 		$75 Buy
+50
New +$76 ﹤0.01% 3925
2024
Q3 		– Sell
-900
Closed -$315 – 3757
2024
Q2 		$315 Hold
900
– – ﹤0.01% 3509
2024
Q1 		$595 Hold
900
– – ﹤0.01% 3411
2023
Q4 		$4.28K Sell
900
-250
-22% -$1.03K ﹤0.01% 3022
2023
Q3 		$5.63K Hold
1,150
– – ﹤0.01% 2785
2023
Q2 		$14.4K Hold
1,150
– – ﹤0.01% 2439
2023
Q1 		$13.1K Hold
1,150
– – ﹤0.01% 2438
2022
Q4 		$4.83K Sell
1,150
-250
-18% -$1.24K ﹤0.01% 2787
2022
Q3 		$9K Buy
1,400
+250
+22% +$1.95K ﹤0.01% 2564
2022
Q2 		$8K Hold
1,150
– – ﹤0.01% 2588
2022
Q1 		$13K Hold
1,150
– – ﹤0.01% 2546
2021
Q4 		$26K Sell
1,150
-250
-18% -$6.87K ﹤0.01% 2206
2021
Q3 		$42K Buy
1,400
+250
+22% +$8.13K ﹤0.01% 1980
2021
Q2 		$44K Hold
1,150
– – ﹤0.01% 3616
2021
Q1 		$49.6K Buy
1,150
+150
+15% +$7K ﹤0.01% 1988
2020
Q4 		$39K Sell
1,000
-50
-5% -$2.2K ﹤0.01% 1780
2020
Q3 		$52K Buy
1,050
+150
+17% +$11.1K ﹤0.01% 1485
2020
Q2 		$65K Buy
900
+150
+20% +$13.1K ﹤0.01% 1307
2020
Q1 		$31K Buy
750
+100
+15% +$4.47K ﹤0.01% 1443
2019
Q4 		$38K Buy
650
+100
+18% +$6.76K ﹤0.01% 1512
2019
Q3 		$45K Buy
550
+200
+57% +$15.5K ﹤0.01% 1397
2019
Q2 		$32K Buy
+350
New +$25.4K ﹤0.01% 1504

Other funds holding STEX

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Streamex Corp (STEX) in Q2 2026, closing a stake of 50 shares — an estimated $57 sold.

Steward Partners Investment Advisory first reported a position in STEX in Q2 2019 and held it in 27 quarters. The position peaked at $65K in Q2 2020. 52 funds tracked by Wall St. Rank hold STEX as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Streamex Corp position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 50 Streamex Corp shares in Q2 2026, an estimated $57.
  • Steward Partners Investment Advisory first reported a position in Streamex Corp in Q2 2019 and held it in 27 quarters.
  • Steward Partners Investment Advisory's Streamex Corp position peaked at $65K in Q2 2020.
  • 52 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2026.

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