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Atwood & Palmer’s StoneX SNEX Stock Holding History

Atwood & Palmer’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
Q3 		$14.5K Hold
225
– – ﹤0.01% 373
2026
Q2 		$17.8K Hold
225
– – ﹤0.01% 334
2026
Q1 		$12.1K Hold
225
– – ﹤0.01% 366
2025
Q4 		$9.51K Hold
225
– – ﹤0.01% 381
2025
Q3 		$10.1K Hold
225
– – ﹤0.01% 386
2025
Q2 		$9.11K Buy
+225
New +$8.46K ﹤0.01% 401

Other funds holding SNEX

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Atwood & Palmer's SNEX Position: Q3 2026 in Review

Atwood & Palmer held its StoneX (SNEX) position steady in Q3 2026 at 225 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Atwood & Palmer first reported a position in SNEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $17.8K in Q2 2026. 13 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Atwood & Palmer held 225 shares of StoneX worth $14.5K as of Q3 2026.
  • Atwood & Palmer left its StoneX share count unchanged in Q3 2026.
  • StoneX made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #373 holding.
  • Atwood & Palmer first reported a position in StoneX in Q2 2025 and has held it in 6 quarters since.
  • Atwood & Palmer's StoneX position peaked at $17.8K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.