Convergence Investment Partners’s StoneX SNEX Stock Holding History

Convergence Investment Partners’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	$6M	Buy	75,981 +5,811	+8%	+$436K	0.57%	54
2026 Q1	$3.77M	Buy	+70,170	New	+$3.55M	0.62%	50
2025 Q3	–	Sell	-49,824	Closed	-$2.02M	–	287
2025 Q2	$2.02M	Sell	49,824 -1,339	-3%	-$50.3K	0.51%	54
2025 Q1	$1.74M	Sell	51,163 -26,401	-34%	-$885K	0.48%	61
2024 Q4	$2.25M	Buy	77,564 +5,022	+7%	+$141K	0.5%	57
2024 Q3	$1.76M	Buy	72,542 +20,148	+38%	+$475K	0.47%	61
2024 Q2	$1.17M	Buy	+52,394	New	+$1.12M	0.34%	87
2024 Q1	–	Sell	-12,096	Closed	-$265K	–	266
2023 Q4	$265K	Buy	+12,096	New	+$230K	0.14%	150
2023 Q2	–	Sell	-12,494	Closed	-$256K	–	197
2023 Q1	$256K	Sell	12,494 -4,612	-27%	-$87.8K	0.15%	142
2022 Q4	$322K	Buy	+17,106	New	+$316K	0.19%	119
2019 Q4	–	Sell	-16,129	Closed	-$131K	–	308
2019 Q3	$131K	Buy	+16,129	New	+$126K	0.04%	270
2018 Q2	–	Sell	-2,222	Closed	-$19K	–	804
2018 Q1	$19K	Buy	+2,222	New	+$18.7K	﹤0.01%	607

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Convergence Investment Partners's SNEX Position: Q2 2026 in Review

Convergence Investment Partners increased its StoneX (SNEX) stake by 8.3% in Q2 2026, buying an estimated $436K and bringing the position to 75,981 shares worth $6M. The position accounts for 0.57% of the portfolio, ranked #54.

Convergence Investment Partners first reported a position in SNEX in Q1 2018 and has held it in 12 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

Convergence Investment Partners held 75,981 shares of StoneX worth $6M as of Q2 2026.
Convergence Investment Partners bought 5,811 StoneX shares in Q2 2026, an estimated $436K.
StoneX made up 0.57% of Convergence Investment Partners's portfolio in Q2 2026, its #54 holding.
Convergence Investment Partners first reported a position in StoneX in Q1 2018 and has held it in 12 quarters since.
471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.