AC
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AltraVue Capital’s StoneX SNEX Stock Holding History

AltraVue Capital’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
Q1 		$131M Sell
2,443,495
-507,677
-17% -$25.7M 11.32% 1
2025
Q4 		$125M Sell
2,951,172
-4,680
-0.2% -$196K 10.28% 1
2025
Q3 		$133M Buy
2,955,852
+26,415
+0.9% +$1.12M 11% 1
2025
Q2 		$119M Sell
2,929,437
-25,587
-0.9% -$962K 10.42% 1
2025
Q1 		$100M Sell
2,955,024
-117,725
-4% -$3.95M 10.06% 1
2024
Q4 		$89.2M Hold
3,072,749
– – 7.43% 3
2024
Q3 		$74.5M Sell
3,072,749
-47,857
-2% -$1.13M 6.71% 3
2024
Q2 		$69.6M Sell
3,120,606
-18,428
-0.6% -$393K 6.92% 5
2024
Q1 		$65.3M Sell
3,139,034
-10,665
-0.3% -$213K 7.08% 4
2023
Q4 		$68.9M Sell
3,149,699
-6,496
-0.2% -$123K 7.94% 3
2023
Q3 		$60.4M Hold
3,156,195
– – 7.2% 2
2023
Q2 		$51.8M Buy
3,156,195
+12,960
+0.4% +$231K 6.1% 5
2023
Q1 		$64.3M Sell
3,143,235
-813,797
-21% -$15.5M 7.72% 2
2022
Q4 		$74.5M Sell
3,957,032
-520,324
-12% -$9.63M 10.43% 1
2022
Q3 		$73.4M Sell
4,477,356
-126,309
-3% -$2.16M 10.97% 1
2022
Q2 		$71M Sell
4,603,665
-8,759
-0.2% -$127K 10.44% 1
2022
Q1 		$67.6M Hold
4,612,424
– – 9.19% 1
2021
Q4 		$55.8M Buy
4,612,424
+858,828
+23% +$11.3M 7.38% 2
2021
Q3 		$48.9M Buy
3,753,596
+876,775
+30% +$11.3M 7.22% 2
2021
Q2 		$34.5M Buy
2,876,821
+1,694,479
+143% +$21.9M 6.11% 3
2021
Q1 		$15.3M Buy
+1,182,342
New +$14.3M 3.38% 12

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AltraVue Capital's SNEX Position: Q1 2026 in Review

AltraVue Capital reduced its StoneX (SNEX) stake by 17% in Q1 2026, selling an estimated $25.7M and leaving 2,443,495 shares worth $131M. The position accounts for 11.32% of the portfolio, ranked #1.

AltraVue Capital first reported a position in SNEX in Q1 2021 and has held it in 21 quarters since. The position peaked at $133M in Q3 2025. 386 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • AltraVue Capital held 2,443,495 shares of StoneX worth $131M as of Q1 2026.
  • AltraVue Capital sold 507,677 StoneX shares in Q1 2026, an estimated $25.7M.
  • StoneX made up 11.32% of AltraVue Capital's portfolio in Q1 2026, its #1 holding.
  • AltraVue Capital first reported a position in StoneX in Q1 2021 and has held it in 21 quarters since.
  • AltraVue Capital's StoneX position peaked at $133M in Q3 2025.
  • 386 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on AltraVue Capital's 13F filing for Q1 2026, filed 13 May 2026.