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Atria Investments’s StoneX SNEX Stock Holding History

Atria Investments’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 		$2.29M Sell
29,040
-16,860
-37% -$1.27M 0.02% 690
2026
Q1 		$2.47M Sell
45,900
-223
-0.5% -$11.3K 0.03% 620
2025
Q4 		$1.95M Buy
46,123
+2,135
+5% +$89.5K 0.02% 732
2025
Q3 		$1.97M Buy
43,988
+2,896
+7% +$123K 0.02% 724
2025
Q2 		$1.66M Buy
41,092
+14,409
+54% +$542K 0.02% 803
2025
Q1 		$906K Sell
26,683
-3,746
-12% -$126K 0.01% 1036
2024
Q4 		$883K Buy
30,429
+3,051
+11% +$85.4K 0.01% 1042
2024
Q3 		$664K Buy
27,378
+4,597
+20% +$108K 0.01% 1188
2024
Q2 		$508K Buy
+22,781
New +$486K 0.01% 1291

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Atria Investments's SNEX Position: Q2 2026 in Review

Atria Investments reduced its StoneX (SNEX) stake by 37% in Q2 2026, selling an estimated $1.27M and leaving 29,040 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #690.

Atria Investments first reported a position in SNEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2026. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Atria Investments held 29,040 shares of StoneX worth $2.29M as of Q2 2026.
  • Atria Investments sold 16,860 StoneX shares in Q2 2026, an estimated $1.27M.
  • StoneX made up 0.02% of Atria Investments's portfolio in Q2 2026, its #690 holding.
  • Atria Investments first reported a position in StoneX in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's StoneX position peaked at $2.47M in Q1 2026.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.