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CreativeOne Wealth’s StoneX SNEX Stock Holding History

CreativeOne 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
Q2 		$215K Buy
+2,718
New +$204K ﹤0.01% 1131
2025
Q4 		– Sell
-13,228
Closed -$593K – 1254
2025
Q3 		$593K Buy
+13,228
New +$561K 0.01% 713

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

CreativeOne Wealth's SNEX Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in StoneX (SNEX) in Q2 2026: 2,718 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in SNEX as recently as Q3 2025.

CreativeOne Wealth first reported a position in SNEX in Q3 2025 and has held it in 2 quarters since. The position peaked at $593K in Q3 2025. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • CreativeOne Wealth held 2,718 shares of StoneX worth $215K as of Q2 2026.
  • StoneX was a new CreativeOne Wealth position in Q2 2026.
  • StoneX made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1131 holding.
  • CreativeOne Wealth first reported a position in StoneX in Q3 2025 and has held it in 2 quarters since.
  • CreativeOne Wealth's StoneX position peaked at $593K in Q3 2025.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.