Allworth Financial’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $236K | Buy |
2,993
+66
| +2% | +$4.95K | ﹤0.01% | 1386 |
|
|
2026
Q1 | $157K | Buy |
2,927
+81
| +3% | +$4.1K | ﹤0.01% | 1544 |
|
|
2025
Q4 | $120K | Sell |
2,846
-66
| -2% | -$2.77K | ﹤0.01% | 1650 |
|
|
2025
Q3 | $131K | Buy |
2,912
+117
| +4% | +$4.97K | ﹤0.01% | 1522 |
|
|
2025
Q2 | $113K | Sell |
2,795
-4
| -0.1% | -$150 | ﹤0.01% | 1474 |
|
|
2025
Q1 | $107K | Buy |
2,799
+48
| +2% | +$1.61K | ﹤0.01% | 1195 |
|
|
2024
Q4 | $88.5K | Hold |
2,751
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q3 | $66.7K | Hold |
2,751
| – | – | ﹤0.01% | 1274 |
|
|
2024
Q2 | $64.5K | Hold |
2,751
| – | – | ﹤0.01% | 1261 |
|
|
2024
Q1 | $57.3K | Hold |
2,751
| – | – | ﹤0.01% | 1250 |
|
|
2023
Q4 | $60.2K | Sell |
2,751
-8
| -0.3% | -$152 | ﹤0.01% | 1124 |
|
|
2023
Q3 | $52.8K | Buy |
2,759
+30
| +1% | +$551 | ﹤0.01% | 1100 |
|
|
2023
Q2 | $44.8K | Hold |
2,729
| – | – | ﹤0.01% | 1160 |
|
|
2023
Q1 | $55.8K | Sell |
2,729
-501
| -16% | -$9.53K | ﹤0.01% | 1038 |
|
|
2022
Q4 | $60.8K | Hold |
3,230
| – | – | ﹤0.01% | 947 |
|
|
2022
Q3 | $53K | Hold |
3,230
| – | – | ﹤0.01% | 945 |
|
|
2022
Q2 | $50K | Buy |
3,230
+15
| +0.5% | +$217 | ﹤0.01% | 905 |
|
|
2022
Q1 | $47K | Hold |
3,215
| – | – | ﹤0.01% | 917 |
|
|
2021
Q4 | $39K | Buy |
3,215
+501
| +18% | +$6.57K | ﹤0.01% | 906 |
|
|
2021
Q3 | $35K | Hold |
2,714
| – | – | ﹤0.01% | 877 |
|
|
2021
Q2 | $33K | Hold |
2,714
| – | – | ﹤0.01% | 722 |
|
|
2021
Q1 | $35K | Hold |
2,714
| – | – | ﹤0.01% | 651 |
|
|
2020
Q4 | $31K | Hold |
2,714
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $27K | Hold |
2,714
| – | – | ﹤0.01% | 520 |
|
|
2020
Q2 | $29K | Hold |
2,714
| – | – | ﹤0.01% | 510 |
|
|
2020
Q1 | $19K | Hold |
2,714
| – | – | ﹤0.01% | 573 |
|
|
2019
Q4 | $26K | Hold |
2,714
| – | – | ﹤0.01% | 479 |
|
|
2019
Q3 | $22K | Hold |
2,714
| – | – | ﹤0.01% | 448 |
|
|
2019
Q2 | $21K | Hold |
2,714
| – | – | ﹤0.01% | 454 |
|
|
2019
Q1 | $21K | Buy |
2,714
+654
| +32% | +$5.16K | ﹤0.01% | 450 |
|
|
2018
Q4 | $15K | Buy |
2,060
+1,047
| +103% | +$8.88K | ﹤0.01% | 457 |
|
|
2018
Q3 | $10K | Sell |
1,013
-1,012
| -50% | -$10.8K | ﹤0.01% | 563 |
|
|
2018
Q2 | $21K | Hold |
2,025
| – | – | ﹤0.01% | 405 |
|
|
2018
Q1 | $17K | Hold |
2,025
| – | – | ﹤0.01% | 403 |
|
|
2017
Q4 | $17K | Buy |
+2,025
| New | +$16.7K | ﹤0.01% | 398 |
|
Other funds holding SNEX
AC
Allworth Financial's SNEX Position: Q2 2026 in Review
Allworth Financial increased its StoneX (SNEX) stake by 2.3% in Q2 2026, buying an estimated $4.95K and bringing the position to 2,993 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.
Allworth Financial first reported a position in SNEX in Q4 2017 and has held it in 35 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.
- Allworth Financial held 2,993 shares of StoneX worth $236K as of Q2 2026.
- Allworth Financial bought 66 StoneX shares in Q2 2026, an estimated $4.95K.
- StoneX made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1386 holding.
- Allworth Financial first reported a position in StoneX in Q4 2017 and has held it in 35 quarters since.
- 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.