United Capital Financial Advisors’s Streamex Corp STEX Stock Holding History

United Capital Financial Advisors’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	$261K	Buy	+307,029	New	+$318K	﹤0.01%	1424

Other funds holding STEX

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

United Capital Financial Advisors's STEX Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Streamex Corp (STEX) in Q2 2026: 307,029 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings.

53 funds tracked by Wall St. Rank hold STEX as of Q2 2026.

United Capital Financial Advisors held 307,029 shares of Streamex Corp worth $261K as of Q2 2026.
Streamex Corp was a new United Capital Financial Advisors position in Q2 2026.
Streamex Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1424 holding.
53 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.