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
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

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VPM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Capstone Investment Advisors's SNEX Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in StoneX (SNEX) in Q1 2026: 4,005 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in SNEX as recently as Q3 2025.

Capstone Investment Advisors first reported a position in SNEX in Q3 2025 and has held it in 2 quarters since. The position peaked at $534K in Q3 2025. 387 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Capstone Investment Advisors held 4,005 shares of StoneX worth $215K as of Q1 2026.
  • StoneX was a new Capstone Investment Advisors position in Q1 2026.
  • StoneX made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1501 holding.
  • Capstone Investment Advisors first reported a position in StoneX in Q3 2025 and has held it in 2 quarters since.
  • Capstone Investment Advisors's StoneX position peaked at $534K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.