Cynosure Group’s StoneX SNEX Stock Holding History

Cynosure Group’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	$469K	Sell	7,248 -1,746	-19%	-$124K	0.07%	76
2026 Q2	$711K	Buy	+8,994	New	+$675K	0.11%	85
2025 Q4	–	Sell	-18,925	Closed	-$849K	–	511
2025 Q3	$849K	Sell	18,925 -9	-0%	-$382	0.09%	86
2025 Q2	$767K	Sell	18,934 -421	-2%	-$15.8K	0.09%	122
2025 Q1	$657K	Buy	19,355 +8,589	+80%	+$288K	0.09%	128
2024 Q4	$313K	Sell	10,766 -4,084	-28%	-$114K	0.05%	198
2024 Q3	$360K	Sell	14,850 -20,662	-58%	-$487K	0.05%	324
2024 Q2	$792K	Buy	35,512 +5,059	+17%	+$108K	0.13%	100
2024 Q1	$634K	Buy	+30,453	New	+$609K	0.11%	117

Other funds holding SNEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Cynosure Group's SNEX Position: Q3 2026 in Review

Cynosure Group reduced its StoneX (SNEX) stake by 19% in Q3 2026, selling an estimated $124K and leaving 7,248 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #76.

Cynosure Group first reported a position in SNEX in Q1 2024 and has held it in 9 quarters since. The position peaked at $849K in Q3 2025. 240 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

Cynosure Group held 7,248 shares of StoneX worth $469K as of Q3 2026.
Cynosure Group sold 1,746 StoneX shares in Q3 2026, an estimated $124K.
StoneX made up 0.07% of Cynosure Group's portfolio in Q3 2026, its #76 holding.
Cynosure Group first reported a position in StoneX in Q1 2024 and has held it in 9 quarters since.
Cynosure Group's StoneX position peaked at $849K in Q3 2025.
240 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.