Corient Private Wealth
SNEX icon

Corient Private Wealth’s StoneX SNEX Stock Holding History

Corient Private Wealth’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 		$367K Sell
4,647
-1,880
-29% -$141K ﹤0.01% 2423
2026
Q1 		$351K Sell
6,527
-207
-3% -$10.5K ﹤0.01% 2238
2025
Q4 		$285K Buy
6,734
+366
+6% +$15.3K ﹤0.01% 2206
2025
Q3 		$286K Sell
6,368
-697
-10% -$29.6K ﹤0.01% 2152
2025
Q2 		$286K Buy
+7,065
New +$266K ﹤0.01% 2018

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

Corient Private Wealth's SNEX Position: Q2 2026 in Review

Corient Private Wealth reduced its StoneX (SNEX) stake by 29% in Q2 2026, selling an estimated $141K and leaving 4,647 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Corient Private Wealth first reported a position in SNEX in Q2 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Corient Private Wealth held 4,647 shares of StoneX worth $367K as of Q2 2026.
  • Corient Private Wealth sold 1,880 StoneX shares in Q2 2026, an estimated $141K.
  • StoneX made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2423 holding.
  • Corient Private Wealth first reported a position in StoneX in Q2 2025 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.