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CoreCap Advisors’s StoneX SNEX Stock Holding History

CoreCap 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 		$830 Sell
7
-4
-36% -$450 ﹤0.01% 2743
2026
Q1 		$887 Buy
+11
New +$834 ﹤0.01% 2552
2025
Q4 		– Sell
-1,506
Closed -$101K – 3050
2025
Q3 		$101K Buy
+1,506
New +$95.9K ﹤0.01% 1030

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CoreCap Advisors's SNEX Position: Q2 2026 in Review

CoreCap Advisors reduced its StoneX (SNEX) stake by 36% in Q2 2026, selling an estimated $450 and leaving 7 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

CoreCap Advisors first reported a position in SNEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $101K in Q3 2025. 49 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • CoreCap Advisors held 7 shares of StoneX worth $830 as of Q2 2026.
  • CoreCap Advisors sold 4 StoneX shares in Q2 2026, an estimated $450.
  • StoneX made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2743 holding.
  • CoreCap Advisors first reported a position in StoneX in Q3 2025 and has held it in 3 quarters since.
  • CoreCap Advisors's StoneX position peaked at $101K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.