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Cornerstone Planning Group’s StoneX SNEX Stock Holding History

Cornerstone Planning Group’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 		$1.18K Buy
24
+7
+41% +$525 ﹤0.01% 1456
2026
Q1 		$1.19K Buy
+17
New +$860 ﹤0.01% 1416
2025
Q4 		– Sell
-572
Closed -$64.7K – 1829
2025
Q3 		$64.7K Buy
572
+558
+3,986% +$23.7K 0.01% 282
2025
Q2 		$582 Buy
14
+7
+100% +$263 ﹤0.01% 1253
2025
Q1 		$251 Buy
+7
New +$235 ﹤0.01% 1444

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's SNEX Position: Q2 2026 in Review

Cornerstone Planning Group increased its StoneX (SNEX) stake by 41% in Q2 2026, buying an estimated $525 and bringing the position to 24 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Cornerstone Planning Group first reported a position in SNEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $64.7K in Q3 2025. 218 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Cornerstone Planning Group held 24 shares of StoneX worth $1.18K as of Q2 2026.
  • Cornerstone Planning Group bought 7 StoneX shares in Q2 2026, an estimated $525.
  • StoneX made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1456 holding.
  • Cornerstone Planning Group first reported a position in StoneX in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's StoneX position peaked at $64.7K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.