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Bruce G. Allen Investments’s StoneX SNEX Stock Holding History

Bruce G. Allen Investments’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 		$2.13K Sell
27
-6
-18% -$450 ﹤0.01% 679
2026
Q1 		$1.77K Sell
33
-1
-3% -$51 ﹤0.01% 712
2025
Q4 		$1.43K Buy
34
+7
+26% +$293 ﹤0.01% 757
2025
Q3 		$1.21K Hold
27
– – ﹤0.01% 789
2025
Q2 		$1.09K Hold
27
– – ﹤0.01% 805
2025
Q1 		$917 Hold
27
– – ﹤0.01% 826
2024
Q4 		$784 Hold
27
– – ﹤0.01% 872
2024
Q3 		$655 Buy
+27
New +$637 ﹤0.01% 903

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's SNEX Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its StoneX (SNEX) stake by 18% in Q2 2026, selling an estimated $450 and leaving 27 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Bruce G. Allen Investments first reported a position in SNEX in Q3 2024 and has held it in 8 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Bruce G. Allen Investments held 27 shares of StoneX worth $2.13K as of Q2 2026.
  • Bruce G. Allen Investments sold 6 StoneX shares in Q2 2026, an estimated $450.
  • StoneX made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #679 holding.
  • Bruce G. Allen Investments first reported a position in StoneX in Q3 2024 and has held it in 8 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.