Position in STEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$322,829
-$86,342 QoQ
Shares Held
285,690
+111.6% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in STEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $48,266,051,017 across 59 Capital Markets names. STEX ranks #46 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
101,340,194 | $16,677,555,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,255,058 | $16,289,586,517 | |
| 3 | SCHW |
Schwab Charles Corp
|
72,763,682 | $6,838,330,834 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,373,068 | $2,312,753,612 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,092,105 | $1,280,507,482 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,863,266 | $560,526,310 | |
| 7 | EVR |
Evercore Inc.
|
1,179,024 | $351,950,454 | |
| 8 | SF |
Stifel Financial Corp
|
4,652,555 | $343,916,865 |
All Filings in STEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $322,829 | 285,690 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $409,171 | 135,040 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $616,550 | 107,040 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $522,933 | 73,240 | Shares | Defined | 2025-08-14 | |
| 2024-03-31 | $11,724 | 17,737 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||