Carson Wealth (CWM LLC)
SNEX icon

Carson Wealth (CWM LLC)’s StoneX SNEX Stock Holding History

Carson Wealth (CWM LLC)’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 		$106K Buy
1,965
+50
+3% +$2.53K ﹤0.01% 3219
2025
Q4 		$81K Sell
1,915
-157
-8% -$6.58K ﹤0.01% 3223
2025
Q3 		$93K Buy
2,072
+132
+7% +$5.6K ﹤0.01% 3039
2025
Q2 		$79K Buy
1,940
+122
+7% +$4.59K ﹤0.01% 2917
2025
Q1 		$62K Buy
1,818
+289
+19% +$9.69K ﹤0.01% 2799
2024
Q4 		$44K Buy
1,529
+223
+17% +$6.24K ﹤0.01% 2901
2024
Q3 		$32K Buy
1,306
+368
+39% +$8.68K ﹤0.01% 3058
2024
Q2 		$21K Buy
938
+165
+21% +$3.52K ﹤0.01% 3091
2024
Q1 		$16K Buy
773
+34
+5% +$680 ﹤0.01% 3057
2023
Q4 		$16K Sell
739
-71
-9% -$1.35K ﹤0.01% 2921
2023
Q3 		$16K Hold
810
– – ﹤0.01% 2848
2023
Q2 		$13K Sell
810
-213
-21% -$3.8K ﹤0.01% 2936
2023
Q1 		$21K Sell
1,023
-258
-20% -$4.91K ﹤0.01% 2482
2022
Q4 		$24K Buy
1,281
+628
+96% +$11.6K ﹤0.01% 2248
2022
Q3 		$11K Buy
653
+243
+59% +$4.16K ﹤0.01% 2644
2022
Q2 		$6K Buy
410
+81
+25% +$1.17K ﹤0.01% 2922
2022
Q1 		$5K Hold
329
– – ﹤0.01% 2872
2021
Q4 		$4K Buy
+329
New +$4.31K ﹤0.01% 2884

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNEX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its StoneX (SNEX) stake by 2.6% in Q1 2026, buying an estimated $2.53K and bringing the position to 1,965 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

Carson Wealth (CWM LLC) first reported a position in SNEX in Q4 2021 and has held it in 18 quarters since. 389 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,965 shares of StoneX worth $106K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 50 StoneX shares in Q1 2026, an estimated $2.53K.
  • StoneX made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3219 holding.
  • Carson Wealth (CWM LLC) first reported a position in StoneX in Q4 2021 and has held it in 18 quarters since.
  • 389 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.