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Cassaday & Co Wealth Management’s StoneX SNEX Stock Holding History

Cassaday & Co Wealth Management’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 		$34K Buy
+633
New +$32K ﹤0.01% 690

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

Cassaday & Co Wealth Management's SNEX Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in StoneX (SNEX) in Q1 2026: 633 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings.

385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Cassaday & Co Wealth Management held 633 shares of StoneX worth $34K as of Q1 2026.
  • StoneX was a new Cassaday & Co Wealth Management position in Q1 2026.
  • StoneX made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #690 holding.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.