DiNuzzo Private Wealth’s StoneX SNEX Stock Holding History

DiNuzzo Private 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 Q3	$905	Sell	14 -1	-7%	-$71	﹤0.01%	913
2026 Q2	$1.18K	Buy	15 +4	+36%	+$300	﹤0.01%	851
2026 Q1	$565	Sell	11 -5	-31%	-$253	﹤0.01%	1054
2025 Q4	$666	Sell	16 -9	-36%	-$377	﹤0.01%	1001
2025 Q3	$1.12K	Buy	25 +7	+39%	+$297	﹤0.01%	834
2025 Q2	$730	Buy	18 +4	+29%	+$150	﹤0.01%	959
2025 Q1	$459	Sell	14 -3	-18%	-$101	﹤0.01%	1079
2024 Q4	$490	Buy	17 +7	+70%	+$196	﹤0.01%	1090
2024 Q3	$246	Buy	10 +3	+43%	+$71	﹤0.01%	1274
2024 Q2	$151	Buy	+7	New	+$149	﹤0.01%	1302

Other funds holding SNEX

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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

ACM

Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

DiNuzzo Private Wealth's SNEX Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its StoneX (SNEX) stake by 6.7% in Q3 2026, selling an estimated $71 and leaving 14 shares worth $905. The position accounts for ﹤0.01% of the portfolio, ranked #913.

DiNuzzo Private Wealth first reported a position in SNEX in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.18K in Q2 2026. 52 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

DiNuzzo Private Wealth held 14 shares of StoneX worth $905 as of Q3 2026.
DiNuzzo Private Wealth sold 1 StoneX share in Q3 2026, an estimated $71.
StoneX made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #913 holding.
DiNuzzo Private Wealth first reported a position in StoneX in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's StoneX position peaked at $1.18K in Q2 2026.
52 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.