AE Wealth Management’s StoneX SNEX Stock Holding History

AE 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	$200K	Buy	+2,535	New	+$190K	﹤0.01%	1725
2024 Q1	–	Sell	-16,889	Closed	-$337K	–	1858
2023 Q4	$337K	Buy	16,889 +41	+0.2%	+$779	﹤0.01%	1649
2023 Q3	$323K	Hold	16,848	–	–	﹤0.01%	1586
2023 Q2	$276K	Hold	16,848	–	–	﹤0.01%	1644
2023 Q1	$345K	Sell	16,848 -41	-0.2%	-$780	﹤0.01%	1484
2022 Q4	$318K	Hold	16,889	–	–	﹤0.01%	1479
2022 Q3	$277K	Hold	16,889	–	–	﹤0.01%	1501
2022 Q2	$260K	Hold	16,889	–	–	﹤0.01%	1500
2022 Q1	$248K	Hold	16,889	–	–	﹤0.01%	1502
2021 Q4	$204K	Buy	+16,889	New	+$221K	﹤0.01%	1600

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

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

AE Wealth Management opened a new position in StoneX (SNEX) in Q2 2026: 2,535 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1725 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SNEX as recently as Q4 2023.

AE Wealth Management first reported a position in SNEX in Q4 2021 and has held it in 10 quarters since. The position peaked at $345K in Q1 2023. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

AE Wealth Management held 2,535 shares of StoneX worth $200K as of Q2 2026.
StoneX was a new AE Wealth Management position in Q2 2026.
StoneX made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1725 holding.
AE Wealth Management first reported a position in StoneX in Q4 2021 and has held it in 10 quarters since.
AE Wealth Management's StoneX position peaked at $345K in Q1 2023.
471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.