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Abound Wealth Management’s StoneX SNEX Stock Holding History

Abound Wealth Management’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
Q2 		$474 Hold
6
– – ﹤0.01% 954
2026
Q1 		$323 Sell
6
-1
-14% -$51 ﹤0.01% 1118
2025
Q4 		$286 Hold
7
– – ﹤0.01% 1068
2025
Q3 		$303 Hold
7
– – ﹤0.01% 1006
2025
Q2 		$274 Hold
7
– – ﹤0.01% 943
2025
Q1 		$230 Hold
7
– – ﹤0.01% 938
2024
Q4 		$196 Hold
7
– – ﹤0.01% 1079
2024
Q3 		$164 Sell
7
-13
-65% -$307 ﹤0.01% 1256
2024
Q2 		$452 Hold
20
– – ﹤0.01% 857
2024
Q1 		$422 Hold
20
– – ﹤0.01% 963
2023
Q4 		$443 Hold
20
– – ﹤0.01% 973
2023
Q3 		$388 Hold
20
– – ﹤0.01% 902
2023
Q2 		$333 Buy
+20
New +$357 ﹤0.01% 1007

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Abound Wealth Management's SNEX Position: Q2 2026 in Review

Abound Wealth Management held its StoneX (SNEX) position steady in Q2 2026 at 6 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Abound Wealth Management first reported a position in SNEX in Q2 2023 and has held it in 13 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Abound Wealth Management held 6 shares of StoneX worth $474 as of Q2 2026.
  • Abound Wealth Management left its StoneX share count unchanged in Q2 2026.
  • StoneX made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #954 holding.
  • Abound Wealth Management first reported a position in StoneX in Q2 2023 and has held it in 13 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.