Blue Bell Private Wealth Management’s StoneX SNEX Stock Holding History

Blue Bell Private 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	$9.48K	Buy	+120	New	+$9.01K	﹤0.01%	582

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 $3.37T AUM 44.26% 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

Blue Bell Private Wealth Management's SNEX Position: Q2 2026 in Review

Blue Bell Private Wealth Management opened a new position in StoneX (SNEX) in Q2 2026: 120 shares worth $9.48K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

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

Blue Bell Private Wealth Management held 120 shares of StoneX worth $9.48K as of Q2 2026.
StoneX was a new Blue Bell Private Wealth Management position in Q2 2026.
StoneX made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #582 holding.
471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.