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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
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 $6.73T 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

Covestor's SNEX Position: Q2 2026 in Review

Covestor reduced its StoneX (SNEX) stake by 18% in Q2 2026, selling an estimated $28.9K and leaving 1,703 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #226.

Covestor first reported a position in SNEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $242K in Q3 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Covestor held 1,703 shares of StoneX worth $135K as of Q2 2026.
  • Covestor sold 385 StoneX shares in Q2 2026, an estimated $28.9K.
  • StoneX made up 0.08% of Covestor's portfolio in Q2 2026, its #226 holding.
  • Covestor first reported a position in StoneX in Q4 2021 and has held it in 19 quarters since.
  • Covestor's StoneX position peaked at $242K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.