Cassaday & Co Wealth Management
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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
Q3 		$40.9K Sell
632
-1
-0.2% -$71 ﹤0.01% 668
2026
Q2 		$50K Hold
633
– – ﹤0.01% 623
2026
Q1 		$34K Buy
+633
New +$32K ﹤0.01% 690

Other funds holding SNEX

Geode Capital Management
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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
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cassaday & Co Wealth Management's SNEX Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its StoneX (SNEX) stake by 0.16% in Q3 2026, selling an estimated $71 and leaving 632 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Cassaday & Co Wealth Management first reported a position in SNEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $50K in Q2 2026. 246 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Cassaday & Co Wealth Management held 632 shares of StoneX worth $40.9K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 1 StoneX share in Q3 2026, an estimated $71.
  • StoneX made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #668 holding.
  • Cassaday & Co Wealth Management first reported a position in StoneX in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's StoneX position peaked at $50K in Q2 2026.
  • 246 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.