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D.A. Davidson & Co’s StoneX SNEX Stock Holding History

D.A. Davidson & Co’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 		$950K Hold
12,021
– – 0.01% 983
2026
Q1 		$646K Sell
12,021
-1
-0% -$51 ﹤0.01% 1072
2025
Q4 		$508K Hold
12,022
– – ﹤0.01% 1137
2025
Q3 		$539K Hold
12,022
– – ﹤0.01% 1099
2025
Q2 		$487K Hold
12,022
– – ﹤0.01% 1067
2025
Q1 		$408K Hold
12,022
– – ﹤0.01% 1106
2024
Q4 		$349K Buy
+12,022
New +$337K ﹤0.01% 1160

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

D.A. Davidson & Co's SNEX Position: Q2 2026 in Review

D.A. Davidson & Co held its StoneX (SNEX) position steady in Q2 2026 at 12,021 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #983.

D.A. Davidson & Co first reported a position in SNEX in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • D.A. Davidson & Co held 12,021 shares of StoneX worth $950K as of Q2 2026.
  • D.A. Davidson & Co left its StoneX share count unchanged in Q2 2026.
  • StoneX made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #983 holding.
  • D.A. Davidson & Co first reported a position in StoneX in Q4 2024 and has held it in 7 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.