CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s StoneX SNEX Stock Holding History

CAPTRUST Financial 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 		$1.07M Buy
19,909
+1,506
+8% +$76.1K ﹤0.01% 1582
2025
Q4 		$778K Buy
18,403
+896
+5% +$37.6K ﹤0.01% 1645
2025
Q3 		$785K Sell
17,507
-8,827
-34% -$375K ﹤0.01% 1573
2025
Q2 		$1.07M Sell
26,334
-3,085
-10% -$116K ﹤0.01% 1316
2025
Q1 		$999K Sell
29,419
-1,081
-4% -$36.3K ﹤0.01% 1279
2024
Q4 		$885K Sell
30,500
-17,422
-36% -$488K ﹤0.01% 1296
2024
Q3 		$1.16M Sell
47,922
-20,456
-30% -$482K ﹤0.01% 1104
2024
Q2 		$1.53M Sell
68,378
-15,072
-18% -$321K ﹤0.01% 941
2024
Q1 		$1.74M Buy
83,450
+61,533
+281% +$1.23M 0.01% 863
2023
Q4 		$479K Sell
21,917
-267
-1% -$5.07K ﹤0.01% 1766
2023
Q3 		$425K Sell
22,184
-82,615
-79% -$1.52M ﹤0.01% 1750
2023
Q2 		$1.72M Buy
104,799
+83,142
+384% +$1.48M 0.01% 892
2023
Q1 		$443K Sell
21,657
-279
-1% -$5.31K ﹤0.01% 1471
2022
Q4 		$413K Sell
21,936
-96,046
-81% -$1.78M ﹤0.01% 1441
2022
Q3 		$1.93M Sell
117,982
-12,170
-9% -$208K 0.01% 683
2022
Q2 		$2.01M Sell
130,152
-7,199
-5% -$104K 0.01% 599
2022
Q1 		$2.01M Buy
137,351
+1,048
+0.8% +$14.6K 0.01% 595
2021
Q4 		$1.65M Buy
136,303
+9,558
+8% +$125K 0.01% 619
2021
Q3 		$1.65M Sell
126,745
-4,278
-3% -$55K 0.01% 572
2021
Q2 		$1.57M Sell
131,023
-23,991
-15% -$310K 0.01% 568
2021
Q1 		$2M Sell
155,014
-24,072
-13% -$290K 0.02% 469
2020
Q4 		$2.05M Buy
179,086
+2,379
+1% +$26.9K 0.03% 399
2020
Q3 		$1.77M Sell
176,707
-6,404
-3% -$70K 0.03% 369
2020
Q2 		$1.99M Buy
183,111
+141,016
+335% +$1.22M 0.03% 345
2020
Q1 		$277K Sell
42,095
-10,960
-21% -$97.2K 0.01% 752
2019
Q4 		$509K Buy
+53,055
New +$439K 0.01% 684
2018
Q3 		– Sell
-3,038
Closed -$31K – 1688
2018
Q2 		$31K Hold
3,038
– – ﹤0.01% 822
2018
Q1 		$26K Buy
+3,038
New +$25.6K ﹤0.01% 753

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

CAPTRUST Financial Advisors's SNEX Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its StoneX (SNEX) stake by 8.2% in Q1 2026, buying an estimated $76.1K and bringing the position to 19,909 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

CAPTRUST Financial Advisors first reported a position in SNEX in Q1 2018 and has held it in 28 quarters since. The position peaked at $2.05M in Q4 2020. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • CAPTRUST Financial Advisors held 19,909 shares of StoneX worth $1.07M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 1,506 StoneX shares in Q1 2026, an estimated $76.1K.
  • StoneX made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1582 holding.
  • CAPTRUST Financial Advisors first reported a position in StoneX in Q1 2018 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's StoneX position peaked at $2.05M in Q4 2020.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

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