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Concurrent Investment Advisors’s StoneX SNEX Stock Holding History

Concurrent Investment 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 		$1.4M Sell
17,781
-1,004
-5% -$75.3K 0.01% 854
2026
Q1 		$1.01M Sell
18,785
-9,243
-33% -$467K 0.01% 874
2025
Q4 		$1.19M Buy
28,028
+6,660
+31% +$279K 0.01% 752
2025
Q3 		$958K Buy
21,368
+9,058
+74% +$384K 0.02% 670
2025
Q2 		$499K Buy
12,310
+641
+5% +$24.1K 0.01% 847
2025
Q1 		$396K Buy
+11,669
New +$391K 0.01% 816

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's SNEX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its StoneX (SNEX) stake by 5.3% in Q2 2026, selling an estimated $75.3K and leaving 17,781 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #854.

Concurrent Investment Advisors first reported a position in SNEX in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Concurrent Investment Advisors held 17,781 shares of StoneX worth $1.4M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,004 StoneX shares in Q2 2026, an estimated $75.3K.
  • StoneX made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #854 holding.
  • Concurrent Investment Advisors first reported a position in StoneX in Q1 2025 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.