Creative Planning’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.47M | Buy |
64,470
+9,511
| +17% | +$481K | ﹤0.01% | 1462 |
|
|
2025
Q4 | $2.32M | Sell |
54,959
-8,561
| -13% | -$359K | ﹤0.01% | 1606 |
|
|
2025
Q3 | $2.85M | Buy |
63,520
+13,266
| +26% | +$563K | ﹤0.01% | 1261 |
|
|
2025
Q2 | $2.04M | Buy |
50,254
+13,136
| +35% | +$494K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $1.26M | Buy |
37,118
+17,114
| +86% | +$574K | ﹤0.01% | 1527 |
|
|
2024
Q4 | $581K | Buy |
20,004
+7,047
| +54% | +$197K | ﹤0.01% | 2088 |
|
|
2024
Q3 | $314K | Buy |
12,957
+2,251
| +21% | +$53.1K | ﹤0.01% | 2477 |
|
|
2024
Q2 | $239K | Buy |
+10,706
| New | +$228K | ﹤0.01% | 2540 |
|
|
2023
Q2 | – | Sell |
-101
| Closed | -$2.07K | – | 2809 |
|
|
2023
Q1 | $2.07K | Buy |
+101
| New | +$1.92K | ﹤0.01% | 2518 |
|
|
2020
Q4 | – | Sell |
-32,192
| Closed | -$325K | – | 2448 |
|
|
2020
Q3 | $325K | Sell |
32,192
-3,311
| -9% | -$36.2K | ﹤0.01% | 1372 |
|
|
2020
Q2 | $386K | Hold |
35,503
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q1 | $254K | Buy |
35,503
+11,112
| +46% | +$98.6K | ﹤0.01% | 1254 |
|
|
2019
Q4 | $235K | Buy |
+24,391
| New | +$202K | ﹤0.01% | 1549 |
|
|
2017
Q3 | – | Sell |
-9,710
| Closed | -$72K | – | 3441 |
|
|
2017
Q2 | $72K | Buy |
9,710
+1,392
| +17% | +$10K | ﹤0.01% | 2227 |
|
|
2017
Q1 | $62K | Sell |
8,318
-6,024
| -42% | -$44.7K | ﹤0.01% | 2317 |
|
|
2016
Q4 | $112K | Sell |
14,342
-2,228
| -13% | -$17.3K | ﹤0.01% | 1794 |
|
|
2016
Q3 | $127K | Buy |
16,570
+9,088
| +121% | +$60.1K | ﹤0.01% | 1681 |
|
|
2016
Q2 | $40K | Buy |
7,482
+2,278
| +44% | +$12.1K | ﹤0.01% | 2302 |
|
|
2016
Q1 | $27K | Buy |
5,204
+2,531
| +95% | +$13.6K | ﹤0.01% | 2546 |
|
|
2015
Q4 | $18K | Sell |
2,673
-1,210
| -31% | -$7.71K | ﹤0.01% | 2926 |
|
|
2015
Q3 | $19K | Buy |
+3,883
| New | +$21.8K | ﹤0.01% | 2768 |
|
|
2015
Q2 | – | Sell |
-2,668
| Closed | -$16K | – | 2720 |
|
|
2015
Q1 | $16K | Buy |
2,668
+2,222
| +498% | +$10.7K | ﹤0.01% | 2883 |
|
|
2014
Q4 | $2K | Hold |
446
| – | – | ﹤0.01% | 3845 |
|
|
2014
Q3 | $2K | Sell |
446
-10,454
| -96% | -$39.4K | ﹤0.01% | 3697 |
|
|
2014
Q2 | $43K | Hold |
10,900
| – | – | ﹤0.01% | 1965 |
|
|
2014
Q1 | $40K | Hold |
10,900
| – | – | ﹤0.01% | 1945 |
|
|
2013
Q4 | $40K | Hold |
10,900
| – | – | ﹤0.01% | 1756 |
|
|
2013
Q3 | $44K | Hold |
10,900
| – | – | ﹤0.01% | 1590 |
|
|
2013
Q2 | $38K | Buy |
+10,900
| New | +$37K | ﹤0.01% | 1529 |
|
Other funds holding SNEX
VPM
VCM
AC
Creative Planning's SNEX Position: Q1 2026 in Review
Creative Planning increased its StoneX (SNEX) stake by 17% in Q1 2026, buying an estimated $481K and bringing the position to 64,470 shares worth $3.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1462.
Creative Planning first reported a position in SNEX in Q2 2013 and has held it in 29 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.
- Creative Planning held 64,470 shares of StoneX worth $3.47M as of Q1 2026.
- Creative Planning bought 9,511 StoneX shares in Q1 2026, an estimated $481K.
- StoneX made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1462 holding.
- Creative Planning first reported a position in StoneX in Q2 2013 and has held it in 29 quarters since.
- 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.