CI
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CX Institutional’s StoneX SNEX Stock Holding History

CX Institutional’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
Q3 		$4.52M Buy
69,890
+69,653
+29,389% +$4.95M 0.12% 181
2026
Q2 		$19K Sell
237
-118,403
-100% -$8.88M ﹤0.01% 1188
2026
Q1 		$6.38M Buy
+118,640
New +$6M 0.19% 122
2024
Q4 		– Sell
-116,350
Closed -$2.82M – 586
2024
Q3 		$2.82M Buy
+116,350
New +$2.74M 0.13% 176

Other funds holding SNEX

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's SNEX Position: Q3 2026 in Review

CX Institutional increased its StoneX (SNEX) stake by 29,389% in Q3 2026, buying an estimated $4.95M and bringing the position to 69,890 shares worth $4.52M. The position accounts for 0.12% of the portfolio, ranked #181.

CX Institutional first reported a position in SNEX in Q3 2024 and has held it in 4 quarters since. The position peaked at $6.38M in Q1 2026. 13 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • CX Institutional held 69,890 shares of StoneX worth $4.52M as of Q3 2026.
  • CX Institutional bought 69,653 StoneX shares in Q3 2026, an estimated $4.95M.
  • StoneX made up 0.12% of CX Institutional's portfolio in Q3 2026, its #181 holding.
  • CX Institutional first reported a position in StoneX in Q3 2024 and has held it in 4 quarters since.
  • CX Institutional's StoneX position peaked at $6.38M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.