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
Q1 		$351K Sell
6,526
-6,943
-52% -$351K ﹤0.01% 2238
2025
Q4 		$570K Buy
13,469
+7,101
+112% +$298K ﹤0.01% 2227
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Corient Private Wealth's SNEX Position: Q1 2026 in Review

Corient Private Wealth reduced its StoneX (SNEX) stake by 52% in Q1 2026, selling an estimated $351K and leaving 6,526 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Corient Private Wealth first reported a position in SNEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $570K in Q4 2025. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Corient Private Wealth held 6,526 shares of StoneX worth $351K as of Q1 2026.
  • Corient Private Wealth sold 6,943 StoneX shares in Q1 2026, an estimated $351K.
  • StoneX made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2238 holding.
  • Corient Private Wealth first reported a position in StoneX in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's StoneX position peaked at $570K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.