Yorktown Management & Research Company’s SPX Corp SPXC Stock Holding History

Yorktown Management & Research Company’s Portfolio SPXC Stock Details SPXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Buy	4,250 +1,550	+57%	+$339K	0.64%	32
2026 Q1	$540K	Hold	2,700	–	–	0.45%	70
2025 Q4	$540K	Hold	2,700	–	–	0.43%	84
2025 Q3	$504K	Hold	2,700	–	–	0.4%	89
2025 Q2	$453K	Hold	2,700	–	–	0.43%	90
2025 Q1	$348K	Hold	2,700	–	–	0.38%	116
2024 Q4	$393K	Hold	2,700	–	–	0.38%	123
2024 Q3	$431K	Buy	+2,700	New	+$407K	0.44%	103

Other funds holding SPXC

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Yorktown Management & Research Company's SPXC Position: Q2 2026 in Review

Yorktown Management & Research Company increased its SPX Corp (SPXC) stake by 57% in Q2 2026, buying an estimated $339K and bringing the position to 4,250 shares worth $1.04M. The position accounts for 0.64% of the portfolio, ranked #32.

Yorktown Management & Research Company first reported a position in SPXC in Q3 2024 and has held it in 8 quarters since. 515 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

Yorktown Management & Research Company held 4,250 shares of SPX Corp worth $1.04M as of Q2 2026.
Yorktown Management & Research Company bought 1,550 SPX Corp shares in Q2 2026, an estimated $339K.
SPX Corp made up 0.64% of Yorktown Management & Research Company's portfolio in Q2 2026, its #32 holding.
Yorktown Management & Research Company first reported a position in SPX Corp in Q3 2024 and has held it in 8 quarters since.
515 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.