CGH
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Crossmark Global Holdings’s StoneX SNEX Stock Holding History

Crossmark Global Holdings’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 		$582K Sell
4,915
-95
-2% -$10.7K 0.01% 821
2026
Q1 		$404K Sell
5,010
-24
-0.5% -$1.82K 0.01% 906
2025
Q4 		$319K Sell
5,034
-713
-12% -$44.8K ﹤0.01% 1007
2025
Q3 		$387K Buy
5,747
+150
+3% +$9.55K 0.01% 996
2025
Q2 		$340K Buy
5,597
+570
+11% +$32.1K 0.01% 1044
2025
Q1 		$256K Sell
5,027
-11
-0.2% -$553 ﹤0.01% 1156
2024
Q4 		$219K Buy
+5,038
New +$212K ﹤0.01% 1178
2021
Q4 		– Sell
-34,290
Closed -$670K – 1459
2021
Q3 		$670K Sell
34,290
-135
-0.4% -$2.6K 0.02% 775
2021
Q2 		$619K Buy
34,425
+34
+0.1% +$659 0.01% 810
2021
Q1 		$666K Hold
34,391
– – 0.02% 757
2020
Q4 		$590K Buy
34,391
+641
+2% +$10.9K 0.01% 774
2020
Q3 		$512K Sell
33,750
-2,498
-7% -$41K 0.01% 753
2020
Q2 		$591K Buy
36,248
+7,999
+28% +$104K 0.02% 690
2020
Q1 		$303K Buy
28,249
+236
+0.8% +$3.14K 0.01% 844
2019
Q4 		$405K Buy
28,013
+2,329
+9% +$28.9K 0.01% 924
2019
Q3 		$312K Sell
25,684
-337
-1% -$3.96K 0.01% 1041
2019
Q2 		$305K Buy
26,021
+364
+1% +$4.07K 0.01% 1090
2019
Q1 		$295K Sell
25,657
-101
-0.4% -$1.2K 0.01% 1131
2018
Q4 		$279K Sell
25,758
-3,375
-12% -$42.9K 0.01% 1122
2018
Q3 		$417K Buy
29,133
+776
+3% +$12.4K 0.01% 1088
2018
Q2 		$434K Buy
28,357
+1,856
+7% +$26.2K 0.01% 1040
2018
Q1 		$335K Sell
26,501
-1,559
-6% -$19.7K 0.01% 1190
2017
Q4 		$354K Buy
28,060
+243
+0.9% +$3K 0.01% 1259
2017
Q3 		$316K Buy
+27,817
New +$305K 0.01% 1280
2016
Q3 		$316K Buy
+27,817
New +$276K 0.01% 1280

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings's SNEX Position: Q2 2026 in Review

Crossmark Global Holdings reduced its StoneX (SNEX) stake by 1.9% in Q2 2026, selling an estimated $10.7K and leaving 4,915 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #821.

Crossmark Global Holdings first reported a position in SNEX in Q3 2016 and has held it in 25 quarters since. The position peaked at $670K in Q3 2021. 49 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Crossmark Global Holdings held 4,915 shares of StoneX worth $582K as of Q2 2026.
  • Crossmark Global Holdings sold 95 StoneX shares in Q2 2026, an estimated $10.7K.
  • StoneX made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #821 holding.
  • Crossmark Global Holdings first reported a position in StoneX in Q3 2016 and has held it in 25 quarters since.
  • Crossmark Global Holdings's StoneX position peaked at $670K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.