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STACKSTONE WEALTH, LLC’s StoneX SNEX Stock Holding History

STACKSTONE WEALTH, 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 		$332K Buy
+5,137
New +$365K 0.03% 265

Other funds holding SNEX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
CX Institutional
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
ACM
Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 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

STACKSTONE WEALTH, LLC's SNEX Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in StoneX (SNEX) in Q3 2026: 5,137 shares worth $332K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings.

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

  • STACKSTONE WEALTH, LLC held 5,137 shares of StoneX worth $332K as of Q3 2026.
  • StoneX was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • StoneX made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #265 holding.
  • 52 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.