Capstone Investment Advisors
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Capstone Investment Advisors’s StoneX SNEX Stock Holding History

Capstone Investment Advisors’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 		$459K Buy
5,805
+1,800
+45% +$135K ﹤0.01% 1278
2026
Q1 		$215K Buy
+4,005
New +$203K ﹤0.01% 1501
2025
Q4 		– Sell
-11,914
Closed -$534K – 2015
2025
Q3 		$534K Buy
+11,914
New +$506K ﹤0.01% 1330

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

Capstone Investment Advisors's SNEX Position: Q2 2026 in Review

Capstone Investment Advisors increased its StoneX (SNEX) stake by 45% in Q2 2026, buying an estimated $135K and bringing the position to 5,805 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Capstone Investment Advisors first reported a position in SNEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $534K in Q3 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Capstone Investment Advisors held 5,805 shares of StoneX worth $459K as of Q2 2026.
  • Capstone Investment Advisors bought 1,800 StoneX shares in Q2 2026, an estimated $135K.
  • StoneX made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1278 holding.
  • Capstone Investment Advisors first reported a position in StoneX in Q3 2025 and has held it in 3 quarters since.
  • Capstone Investment Advisors's StoneX position peaked at $534K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.