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Belpointe Asset Management’s StoneX SNEX Stock Holding History

Belpointe 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 		– Sell
-7,722
Closed -$415K – 1227
2026
Q1 		$415K Sell
7,722
-1,708
-18% -$86.4K 0.02% 755
2025
Q4 		$399K Sell
9,430
-171
-2% -$7.17K 0.01% 729
2025
Q3 		$431K Buy
9,601
+2,734
+40% +$116K 0.02% 667
2025
Q2 		$278K Buy
+6,867
New +$258K 0.01% 777
2023
Q2 		– Sell
-66
Closed -$1.35K – 2952
2023
Q1 		$1.35K Buy
66
+15
+29% +$285 ﹤0.01% 3412
2022
Q4 		$953 Buy
+51
New +$943 ﹤0.01% 3450

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

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

Belpointe Asset Management sold out of StoneX (SNEX) in Q2 2026, closing a stake of 7,722 shares — an estimated $415K sold.

Belpointe Asset Management first reported a position in SNEX in Q4 2022 and held it in 6 quarters. The position peaked at $431K in Q3 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Belpointe Asset Management reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 7,722 StoneX shares in Q2 2026, an estimated $415K.
  • Belpointe Asset Management first reported a position in StoneX in Q4 2022 and held it in 6 quarters.
  • Belpointe Asset Management's StoneX position peaked at $431K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.