AssetMark Inc’s StoneX SNEX Stock Holding History

AssetMark Inc’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	$4.38K	Buy	56 +29	+107%	+$2.18K	﹤0.01%	2733
2026 Q1	$1.45K	Buy	+27	New	+$1.36K	﹤0.01%	2952
2024 Q2	–	Sell	-61	Closed	-$1.26K	–	2215
2024 Q1	$1.26K	Sell	61 -938	-94%	-$18.8K	﹤0.01%	1649
2023 Q4	$21.9K	Sell	999 -2,028	-67%	-$38.5K	﹤0.01%	1280
2023 Q3	$58K	Buy	3,027 +116	+4%	+$2.13K	﹤0.01%	1068
2023 Q2	$47.8K	Buy	2,911 +962	+49%	+$17.2K	﹤0.01%	1090
2023 Q1	$39.9K	Buy	1,949 +612	+46%	+$11.6K	﹤0.01%	1083
2022 Q4	$25.2K	Buy	1,337 +213	+19%	+$3.94K	﹤0.01%	1169
2022 Q3	$18K	Buy	1,124 +294	+35%	+$5.03K	﹤0.01%	1148
2022 Q2	$13K	Buy	+830	New	+$12K	﹤0.01%	1194
2018 Q1	–	Sell	-25	Closed	–	–	1925
2017 Q4	$0	Buy	+25	New	+$206	﹤0.01%	2101

Other funds holding SNEX

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, 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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc's SNEX Position: Q2 2026 in Review

AssetMark Inc increased its StoneX (SNEX) stake by 107% in Q2 2026, buying an estimated $2.18K and bringing the position to 56 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

AssetMark Inc first reported a position in SNEX in Q4 2017 and has held it in 11 quarters since. The position peaked at $58K in Q3 2023. 173 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

AssetMark Inc held 56 shares of StoneX worth $4.38K as of Q2 2026.
AssetMark Inc bought 29 StoneX shares in Q2 2026, an estimated $2.18K.
StoneX made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2733 holding.
AssetMark Inc first reported a position in StoneX in Q4 2017 and has held it in 11 quarters since.
AssetMark Inc's StoneX position peaked at $58K in Q3 2023.
173 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.