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Bay Harbor Wealth Management’s StoneX SNEX Stock Holding History

Bay Harbor Wealth Management’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 		$1.19K Buy
15
+3
+25% +$225 ﹤0.01% 801
2026
Q1 		$645 Buy
12
+1
+9% +$51 ﹤0.01% 916
2025
Q4 		$475 Buy
11
+4
+57% +$168 ﹤0.01% 875
2025
Q3 		$302 Buy
7
+2
+40% +$85 ﹤0.01% 911
2025
Q2 		$182 Buy
+5
New +$188 ﹤0.01% 951

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

Bay Harbor Wealth Management's SNEX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its StoneX (SNEX) stake by 25% in Q2 2026, buying an estimated $225 and bringing the position to 15 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Bay Harbor Wealth Management first reported a position in SNEX in Q2 2025 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Bay Harbor Wealth Management held 15 shares of StoneX worth $1.19K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 StoneX shares in Q2 2026, an estimated $225.
  • StoneX made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #801 holding.
  • Bay Harbor Wealth Management first reported a position in StoneX in Q2 2025 and has held it in 5 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.