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CSM Advisors’s StoneX SNEX Stock Holding History

CSM Advisors’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 		$8.7M Sell
110,139
-49,701
-31% -$3.73M 0.19% 129
2026
Q1 		$8.6M Buy
159,840
+13,835
+9% +$700K 0.21% 116
2025
Q4 		$6.17M Sell
146,005
-39,033
-21% -$1.64M 0.17% 136
2025
Q3 		$8.3M Sell
185,038
-28,879
-14% -$1.23M 0.23% 98
2025
Q2 		$8.67M Buy
+213,917
New +$8.04M 0.25% 108

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

CSM Advisors's SNEX Position: Q2 2026 in Review

CSM Advisors reduced its StoneX (SNEX) stake by 31% in Q2 2026, selling an estimated $3.73M and leaving 110,139 shares worth $8.7M. The position accounts for 0.19% of the portfolio, ranked #129.

CSM Advisors first reported a position in SNEX in Q2 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • CSM Advisors held 110,139 shares of StoneX worth $8.7M as of Q2 2026.
  • CSM Advisors sold 49,701 StoneX shares in Q2 2026, an estimated $3.73M.
  • StoneX made up 0.19% of CSM Advisors's portfolio in Q2 2026, its #129 holding.
  • CSM Advisors first reported a position in StoneX in Q2 2025 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.