Covestor
SNEX icon

Covestor’s StoneX SNEX Stock Holding History

Covestor’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 		$89K Sell
1,376
-327
-19% -$23.2K 0.06% 403
2026
Q2 		$135K Sell
1,703
-385
-18% -$28.9K 0.08% 226
2026
Q1 		$112K Sell
2,088
-1,654
-44% -$83.6K 0.08% 247
2025
Q4 		$159K Sell
3,742
-1,651
-31% -$69.2K 0.08% 316
2025
Q3 		$242K Sell
5,393
-504
-9% -$21.4K 0.13% 146
2025
Q2 		$239K Sell
5,897
-412
-7% -$15.5K 0.14% 119
2025
Q1 		$214K Buy
6,309
+2,364
+60% +$79.3K 0.14% 135
2024
Q4 		$115K Sell
3,945
-98
-2% -$2.74K 0.07% 442
2024
Q3 		$98K Sell
4,043
-554
-12% -$13.1K 0.06% 527
2024
Q2 		$103K Sell
4,597
-1,306
-22% -$27.9K 0.07% 470
2024
Q1 		$123K Sell
5,903
-648
-10% -$13K 0.08% 393
2023
Q4 		$143K Sell
6,551
-3,447
-34% -$65.5K 0.1% 278
2023
Q3 		$191K Buy
9,998
+2,257
+29% +$41.4K 0.14% 124
2023
Q2 		$127K Sell
7,741
-1,068
-12% -$19.1K 0.1% 305
2023
Q1 		$180K Buy
8,809
+8,627
+4,740% +$164K 0.16% 136
2022
Q4 		$4K Hold
182
– – ﹤0.01% 1644
2022
Q3 		$3K Buy
182
+162
+810% +$2.77K ﹤0.01% 1647
2022
Q2 		$0 Sell
20
-253
-93% -$3.65K ﹤0.01% 2337
2022
Q1 		$4K Buy
273
+70
+34% +$973 ﹤0.01% 1558
2021
Q4 		$2K Buy
+203
New +$2.66K ﹤0.01% 1578

Other funds holding SNEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
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
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Covestor's SNEX Position: Q3 2026 in Review

Covestor reduced its StoneX (SNEX) stake by 19% in Q3 2026, selling an estimated $23.2K and leaving 1,376 shares worth $89K. The position accounts for 0.06% of the portfolio, ranked #403.

Covestor first reported a position in SNEX in Q4 2021 and has held it in 20 quarters since. The position peaked at $242K in Q3 2025. 385 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Covestor held 1,376 shares of StoneX worth $89K as of Q3 2026.
  • Covestor sold 327 StoneX shares in Q3 2026, an estimated $23.2K.
  • StoneX made up 0.06% of Covestor's portfolio in Q3 2026, its #403 holding.
  • Covestor first reported a position in StoneX in Q4 2021 and has held it in 20 quarters since.
  • Covestor's StoneX position peaked at $242K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.