SPL
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Superior Planning, LLC’s StoneX SNEX Stock Holding History

Superior Planning, 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 		$388 Buy
+6
New +$426 ﹤0.01% 1935

Other funds holding SNEX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's SNEX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in StoneX (SNEX) in Q3 2026: 6 shares worth $388. The stake represents ﹤0.01% of the portfolio and ranks #1935 among its holdings.

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

  • Superior Planning, LLC held 6 shares of StoneX worth $388 as of Q3 2026.
  • StoneX was a new Superior Planning, LLC position in Q3 2026.
  • StoneX made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1935 holding.
  • 314 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.