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Colonial Trust’s StoneX SNEX Stock Holding History

Colonial Trust’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 		$4.02K Sell
53
-34
-39% -$2.55K ﹤0.01% 911
2026
Q1 		$4.51K Sell
87
-1
-1% -$51 ﹤0.01% 871
2025
Q4 		$3.79K Hold
88
– – ﹤0.01% 896
2025
Q3 		$3.66K Sell
88
-16
-15% -$679 ﹤0.01% 891
2025
Q2 		$4.18K Sell
104
-20
-16% -$752 ﹤0.01% 862
2025
Q1 		$4.21K Sell
124
-1
-0.8% -$34 ﹤0.01% 857
2024
Q4 		$3.66K Hold
125
– – ﹤0.01% 1116
2024
Q3 		$3.05K Buy
+125
New +$2.95K ﹤0.01% 954

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

Colonial Trust's SNEX Position: Q2 2026 in Review

Colonial Trust reduced its StoneX (SNEX) stake by 39% in Q2 2026, selling an estimated $2.55K and leaving 53 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Colonial Trust first reported a position in SNEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.51K in Q1 2026. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Colonial Trust held 53 shares of StoneX worth $4.02K as of Q2 2026.
  • Colonial Trust sold 34 StoneX shares in Q2 2026, an estimated $2.55K.
  • StoneX made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #911 holding.
  • Colonial Trust first reported a position in StoneX in Q3 2024 and has held it in 8 quarters since.
  • Colonial Trust's StoneX position peaked at $4.51K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.