Cetera Investment Advisers
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Cetera Investment Advisers’s StoneX SNEX Stock Holding History

Cetera Investment Advisers’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 		$1.74M Sell
32,349
-7,166
-18% -$362K ﹤0.01% 2416
2025
Q4 		$1.67M Sell
39,515
-18,074
-31% -$757K ﹤0.01% 2372
2025
Q3 		$2.58M Buy
57,589
+20,534
+55% +$872K ﹤0.01% 1954
2025
Q2 		$1.5M Buy
37,055
+1,190
+3% +$44.7K ﹤0.01% 2060
2025
Q1 		$1.22M Buy
35,865
+16,641
+87% +$558K ﹤0.01% 2107
2024
Q4 		$558K Buy
19,224
+3,675
+24% +$103K ﹤0.01% 2592
2024
Q3 		$377K Buy
+15,549
New +$367K ﹤0.01% 2883

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

Cetera Investment Advisers's SNEX Position: Q1 2026 in Review

Cetera Investment Advisers reduced its StoneX (SNEX) stake by 18% in Q1 2026, selling an estimated $362K and leaving 32,349 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Cetera Investment Advisers first reported a position in SNEX in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q3 2025. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Cetera Investment Advisers held 32,349 shares of StoneX worth $1.74M as of Q1 2026.
  • Cetera Investment Advisers sold 7,166 StoneX shares in Q1 2026, an estimated $362K.
  • StoneX made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2416 holding.
  • Cetera Investment Advisers first reported a position in StoneX in Q3 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's StoneX position peaked at $2.58M in Q3 2025.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.