Question 1

How many shares of NEAR does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 388,871 shares of NEAR (ISHARES U S ETF TR).

Question 2

What is Steward Partners Investment Advisory, LLC's NEAR position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's NEAR position is worth $19.7M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling NEAR?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their NEAR position (+1364.7% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy NEAR?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in NEAR in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	388,871	+1364.7%	$19.7M	0.1%	$50.30	55
2026-Q1	Decreased	26,550	-9.1%	$1.3M	0.0%	$49.94	0
2025-Q4	Decreased	29,218	-0.3%	$1.5M	0.0%	$49.86	0
2025-Q3	Increased	29,316	+0.3%	$1.5M	0.0%	$49.25	26
2025-Q2	Increased	29,240	+0.6%	$1.5M	0.0%	$48.55	26
2025-Q1	Decreased	29,058	-12.0%	$1.5M	0.0%	$47.78	0
2024-Q4	Decreased	33,018	-3.3%	$1.7M	0.0%	$47.08	0
2024-Q3	Decreased	34,150	-1.9%	$1.7M	0.0%	$46.96	0
2024-Q2	Decreased	34,792	-3.7%	$1.8M	0.0%	$45.54	0
2024-Q1	Decreased	36,114	-3.1%	$1.8M	0.0%	$45.11	0
2023-Q4	Increased	37,259	+8.1%	$1.9M	0.0%	$44.80	28
2023-Q3	Increased	34,453	+3.1%	$1.7M	0.0%	$43.40	27
2023-Q2	Decreased	33,417	-9.9%	$1.7M	0.0%	$42.77	0
2023-Q1	Decreased	37,083	-24.3%	$1.8M	0.0%	$42.22	0
2022-Q4	Decreased	48,983	-59.2%	$2.4M	0.0%	$41.71	0
2022-Q3	Decreased	120,132	-12.6%	$5.9M	0.1%	$41.27	0
2022-Q2	Increased	137,439	+3.6%	$6.8M	0.1%	$41.10	34
2022-Q1	Increased	132,679	+128.9%	$6.6M	0.1%	$41.27	53
2021-Q4	Decreased	57,954	-6.5%	$2.9M	0.0%	$41.54	0
2021-Q3	Decreased	61,980	-56.9%	$3.1M	0.1%	$41.61	0
2021-Q2	Increased	143,750	+105.2%	$7.2M	0.1%	$41.56	53
2021-Q1	Increased	70,052	+174.4%	$1.8B	0.0%	$41.49	51
2020-Q4	Decreased	25,532	-40.0%	$1.3M	0.0%	$41.41	0
2020-Q3	Decreased	42,526	-5.4%	$2.1M	0.1%	$41.22	0
2020-Q2	Decreased	44,940	-16.0%	$2.2M	0.1%	$41.01	0
2020-Q1	Decreased	53,511	-17.4%	$2.6M	0.1%	$39.56	0
2019-Q4	Decreased	64,764	-20.9%	$3.3M	0.1%	$40.84	0
2019-Q3	Increased	81,908	+30.0%	$4.1M	0.1%	$40.57	40
2019-Q2	Increased	63,008	+66.2%	$3.2M	0.1%	$40.29	46
2019-Q1	New	37,904	-	$1.9M	0.1%	$39.93	36

NEAR30 quarters

NEAR
30 quarters