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
Q3 		$729K Sell
11,284
-1,082
-9% -$76.8K ﹤0.01% 1965
2026
Q2 		$977K Sell
12,366
-7,544
-38% -$566K ﹤0.01% 1757
2026
Q1 		$1.07M Buy
19,910
+1,507
+8% +$76.2K ﹤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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

CAPTRUST Financial Advisors's SNEX Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its StoneX (SNEX) stake by 8.7% in Q3 2026, selling an estimated $76.8K and leaving 11,284 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

CAPTRUST Financial Advisors first reported a position in SNEX in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.05M in Q4 2020. 312 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • CAPTRUST Financial Advisors held 11,284 shares of StoneX worth $729K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 1,082 StoneX shares in Q3 2026, an estimated $76.8K.
  • StoneX made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1965 holding.
  • CAPTRUST Financial Advisors first reported a position in StoneX in Q1 2018 and has held it in 30 quarters since.
  • CAPTRUST Financial Advisors's StoneX position peaked at $2.05M in Q4 2020.
  • 312 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.