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Scheeler Financial LLC’s StoneX SNEX Stock Holding History

Scheeler Financial LLC’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$218K Buy
+3,376
New +$240K 0.17% 70

Other funds holding SNEX

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Scheeler Financial LLC's SNEX Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in StoneX (SNEX) in Q3 2026: 3,376 shares worth $218K. The stake represents 0.17% of the portfolio and ranks #70 among its holdings.

20 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Scheeler Financial LLC held 3,376 shares of StoneX worth $218K as of Q3 2026.
  • StoneX was a new Scheeler Financial LLC position in Q3 2026.
  • StoneX made up 0.17% of Scheeler Financial LLC's portfolio in Q3 2026, its #70 holding.
  • 20 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.