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Blue Trust Inc’s StoneX SNEX Stock Holding History

Blue Trust Inc’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 		$18.2K Buy
231
+159
+221% +$11.9K ﹤0.01% 1695
2026
Q1 		$3.87K Hold
72
– – ﹤0.01% 2035
2025
Q4 		$3.04K Hold
72
– – ﹤0.01% 2076
2025
Q3 		$3.23K Sell
72
-9
-11% -$382 ﹤0.01% 2073
2025
Q2 		$3.28K Hold
81
– – ﹤0.01% 2064
2025
Q1 		$2.75K Buy
+81
New +$2.72K ﹤0.01% 2184
2024
Q4 		– Sell
-41
Closed -$904 – 2918
2024
Q3 		$904 Buy
+41
New +$967 ﹤0.01% 2713
2023
Q2 		– Sell
-81
Closed -$2K – 2484
2023
Q1 		$2K Hold
81
– – ﹤0.01% 2050
2022
Q4 		$1K Hold
81
– – ﹤0.01% 2134
2022
Q3 		$1K Hold
81
– – ﹤0.01% 2003
2022
Q2 		$1K Buy
+81
New +$1.17K ﹤0.01% 1831

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

Blue Trust Inc's SNEX Position: Q2 2026 in Review

Blue Trust Inc increased its StoneX (SNEX) stake by 221% in Q2 2026, buying an estimated $11.9K and bringing the position to 231 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Blue Trust Inc first reported a position in SNEX in Q2 2022 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Blue Trust Inc held 231 shares of StoneX worth $18.2K as of Q2 2026.
  • Blue Trust Inc bought 159 StoneX shares in Q2 2026, an estimated $11.9K.
  • StoneX made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1695 holding.
  • Blue Trust Inc first reported a position in StoneX in Q2 2022 and has held it in 11 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.