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Basecamp Wealth Advisors’s StoneX SNEX Stock Holding History

Basecamp Wealth Advisors’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 		$60.7K Hold
768
– – 0.01% 486
2026
Q1 		$41.3K Sell
768
-2
-0.3% -$101 0.01% 601
2025
Q4 		$32.5K Buy
+770
New +$32.3K 0.01% 636

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's SNEX Position: Q2 2026 in Review

Basecamp Wealth Advisors held its StoneX (SNEX) position steady in Q2 2026 at 768 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #486.

Basecamp Wealth Advisors first reported a position in SNEX in Q4 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Basecamp Wealth Advisors held 768 shares of StoneX worth $60.7K as of Q2 2026.
  • Basecamp Wealth Advisors left its StoneX share count unchanged in Q2 2026.
  • StoneX made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #486 holding.
  • Basecamp Wealth Advisors first reported a position in StoneX in Q4 2025 and has held it in 3 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.