CoreCap Advisors
SNEX icon

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
Q3 		– Sell
-11
Closed -$830 – 3331
2026
Q2 		$830 Sell
11
-6
-35% -$450 ﹤0.01% 2743
2026
Q1 		$887 Buy
+17
New +$860 ﹤0.01% 2552
2025
Q4 		– Sell
-2,259
Closed -$101K – 3050
2025
Q3 		$101K Buy
+2,259
New +$95.9K ﹤0.01% 1030

Other funds holding SNEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

CoreCap Advisors's SNEX Position: Q3 2026 in Review

CoreCap Advisors sold out of StoneX (SNEX) in Q3 2026, closing a stake of 11 shares — an estimated $830 sold.

CoreCap Advisors first reported a position in SNEX in Q3 2025 and held it in 3 quarters. The position peaked at $101K in Q3 2025. 214 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • CoreCap Advisors reported no remaining StoneX position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 11 StoneX shares in Q3 2026, an estimated $830.
  • CoreCap Advisors first reported a position in StoneX in Q3 2025 and held it in 3 quarters.
  • CoreCap Advisors's StoneX position peaked at $101K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.