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Curio Wealth’s StoneX SNEX Stock Holding History

Curio 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 		– Sell
-2
Closed -$81 – 970
2026
Q1 		$81 Buy
+2
New +$101 ﹤0.01% 1020

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 $3.38T AUM 44.17% 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

Curio Wealth's SNEX Position: Q2 2026 in Review

Curio Wealth sold out of StoneX (SNEX) in Q2 2026, closing a stake of 2 shares — an estimated $81 sold.

Curio Wealth first reported a position in SNEX in Q1 2026 and held it in 1 quarter. The position peaked at $81 in Q1 2026. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Curio Wealth reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2 StoneX shares in Q2 2026, an estimated $81.
  • Curio Wealth first reported a position in StoneX in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's StoneX position peaked at $81 in Q1 2026.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

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