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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
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

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

Atwood & Palmer's SNEX Position: Q2 2026 in Review

Atwood & Palmer held its StoneX (SNEX) position steady in Q2 2026 at 225 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Atwood & Palmer first reported a position in SNEX in Q2 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Atwood & Palmer held 225 shares of StoneX worth $17.8K as of Q2 2026.
  • Atwood & Palmer left its StoneX share count unchanged in Q2 2026.
  • StoneX made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #334 holding.
  • Atwood & Palmer first reported a position in StoneX in Q2 2025 and has held it in 5 quarters since.
  • 218 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.