Baird Financial Group
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Baird Financial Group’s StoneX SNEX Stock Holding History

Baird Financial Group’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
Q1 		$311K Sell
5,778
-2,700
-32% -$137K ﹤0.01% 1623
2025
Q4 		$358K Hold
8,478
– – ﹤0.01% 1583
2025
Q3 		$380K Buy
+8,478
New +$360K ﹤0.01% 1558

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Baird Financial Group's SNEX Position: Q1 2026 in Review

Baird Financial Group reduced its StoneX (SNEX) stake by 32% in Q1 2026, selling an estimated $137K and leaving 5,778 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Baird Financial Group first reported a position in SNEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $380K in Q3 2025. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Baird Financial Group held 5,778 shares of StoneX worth $311K as of Q1 2026.
  • Baird Financial Group sold 2,700 StoneX shares in Q1 2026, an estimated $137K.
  • StoneX made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1623 holding.
  • Baird Financial Group first reported a position in StoneX in Q3 2025 and has held it in 3 quarters since.
  • Baird Financial Group's StoneX position peaked at $380K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.