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Amalgamated Bank’s StoneX SNEX Stock Holding History

Amalgamated Bank’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 		$2.25M Sell
28,515
-1,797
-6% -$135K 0.02% 767
2026
Q1 		$1.63M Sell
30,312
-221
-0.7% -$11.2K 0.01% 893
2025
Q4 		$1.29M Buy
30,533
+624
+2% +$26.2K 0.01% 982
2025
Q3 		$1.34M Buy
29,909
+2,169
+8% +$92.1K 0.01% 964
2025
Q2 		$1.12M Buy
27,740
+337
+1% +$12.7K 0.01% 1004
2025
Q1 		$930K Sell
27,403
-704
-3% -$23.6K 0.01% 1056
2024
Q4 		$816K Hold
28,107
– – 0.01% 1127
2024
Q3 		$682K Hold
28,107
– – 0.01% 1193
2024
Q2 		$627K Sell
28,107
-1,215
-4% -$25.9K 0.01% 1212
2024
Q1 		$610K Sell
29,322
-5,437
-16% -$109K 0.01% 1237
2023
Q4 		$760K Sell
34,759
-911
-3% -$17.3K 0.01% 1268
2023
Q3 		$683K Sell
35,670
-198
-0.6% -$3.63K 0.01% 1279
2023
Q2 		$589K Sell
35,868
-1,559
-4% -$27.8K ﹤0.01% 1361
2023
Q1 		$765K Sell
37,427
-2,476
-6% -$47.1K 0.01% 1220
2022
Q4 		$751K Buy
39,903
+147
+0.4% +$2.72K 0.01% 1265
2022
Q3 		$651K Buy
39,756
+375
+1% +$6.41K 0.01% 1299
2022
Q2 		$607K Buy
39,381
+749
+2% +$10.8K 0.01% 1376
2022
Q1 		$566K Sell
38,632
-1,909
-5% -$26.5K ﹤0.01% 1489
2021
Q4 		$490K Sell
40,541
-541
-1% -$7.09K ﹤0.01% 1589
2021
Q3 		$535K Sell
41,082
-770
-2% -$9.9K ﹤0.01% 1540
2021
Q2 		$502K Buy
+41,852
New +$541K ﹤0.01% 1639

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Amalgamated Bank's SNEX Position: Q2 2026 in Review

Amalgamated Bank reduced its StoneX (SNEX) stake by 5.9% in Q2 2026, selling an estimated $135K and leaving 28,515 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #767.

Amalgamated Bank first reported a position in SNEX in Q2 2021 and has held it in 21 quarters since. 238 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Amalgamated Bank held 28,515 shares of StoneX worth $2.25M as of Q2 2026.
  • Amalgamated Bank sold 1,797 StoneX shares in Q2 2026, an estimated $135K.
  • StoneX made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #767 holding.
  • Amalgamated Bank first reported a position in StoneX in Q2 2021 and has held it in 21 quarters since.
  • 238 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.