Rothwell Investment Advisors, LLC’s StoneX SNEX Stock Holding History

Rothwell Investment Advisors, 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	$16.1K	Buy	+249	New	+$17.7K	0.01%	672

Other funds holding SNEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SNEX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in StoneX (SNEX) in Q3 2026: 249 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings.

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

Rothwell Investment Advisors, LLC held 249 shares of StoneX worth $16.1K as of Q3 2026.
StoneX was a new Rothwell Investment Advisors, LLC position in Q3 2026.
StoneX made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #672 holding.
214 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.