Bell Investment Advisors’s StoneX SNEX Stock Holding History

Bell Investment 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	$10.3K	Hold	131	–	–	﹤0.01%	698
2026 Q1	$7.02K	Sell	131 -2	-2%	-$101	﹤0.01%	822
2025 Q4	$5.61K	Hold	133	–	–	﹤0.01%	929
2025 Q3	$5.96K	Hold	133	–	–	﹤0.01%	839
2025 Q2	$5.38K	Hold	133	–	–	﹤0.01%	946
2025 Q1	$4.51K	Sell	133 -2	-1%	-$67	﹤0.01%	968
2024 Q4	$3.92K	Buy	135 +20	+17%	+$560	﹤0.01%	1040
2024 Q3	$2.78K	Hold	115	–	–	﹤0.01%	1216
2024 Q2	$2.56K	Hold	115	–	–	﹤0.01%	1250
2024 Q1	$2.39K	Hold	115	–	–	﹤0.01%	1275
2023 Q4	$2.51K	Sell	115 -1	-0.9%	-$19	﹤0.01%	1231
2023 Q3	$2.23K	Hold	116	–	–	﹤0.01%	1215
2023 Q2	$1.91K	Buy	116 +55	+90%	+$981	﹤0.01%	1322
2023 Q1	$1.24K	Hold	61	–	–	﹤0.01%	1475
2022 Q4	$1.14K	Hold	61	–	–	﹤0.01%	1522
2022 Q3	$1K	Buy	+61	New	+$1.04K	﹤0.01%	1571

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Bell Investment Advisors's SNEX Position: Q2 2026 in Review

Bell Investment Advisors held its StoneX (SNEX) position steady in Q2 2026 at 131 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Bell Investment Advisors first reported a position in SNEX in Q3 2022 and has held it in 16 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

Bell Investment Advisors held 131 shares of StoneX worth $10.3K as of Q2 2026.
Bell Investment Advisors left its StoneX share count unchanged in Q2 2026.
StoneX made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #698 holding.
Bell Investment Advisors first reported a position in StoneX in Q3 2022 and has held it in 16 quarters since.
471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.