Bellevue Asset Management’s StoneX SNEX Stock Holding History

Bellevue Asset 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	$1.07K	Buy	+14	New	+$1.05K	﹤0.01%	559

Other funds holding SNEX

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, 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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bellevue Asset Management's SNEX Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in StoneX (SNEX) in Q2 2026: 14 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

171 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

Bellevue Asset Management held 14 shares of StoneX worth $1.07K as of Q2 2026.
StoneX was a new Bellevue Asset Management position in Q2 2026.
StoneX made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #559 holding.
171 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.