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Clearstead Advisors’s StoneX SNEX Stock Holding History

Clearstead 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
Q2 		$7.7K Buy
+98
New +$7.35K ﹤0.01% 2068
2026
Q1 		– Sell
-2,522
Closed -$107K – 2783
2025
Q4 		$107K Buy
2,522
+1,689
+203% +$70.8K ﹤0.01% 1110
2025
Q3 		$37.3K Sell
833
-180
-18% -$7.64K ﹤0.01% 1385
2025
Q2 		$41K Buy
+1,013
New +$38.1K ﹤0.01% 1345

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Clearstead Advisors's SNEX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in StoneX (SNEX) in Q2 2026: 98 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #2068 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SNEX as recently as Q4 2025.

Clearstead Advisors first reported a position in SNEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $107K in Q4 2025. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Clearstead Advisors held 98 shares of StoneX worth $7.7K as of Q2 2026.
  • StoneX was a new Clearstead Advisors position in Q2 2026.
  • StoneX made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2068 holding.
  • Clearstead Advisors first reported a position in StoneX in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's StoneX position peaked at $107K in Q4 2025.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.