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Diversified Management’s StoneX SNEX Stock Holding History

Diversified Management’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 		$225K Sell
2,850
-1,533
-35% -$115K 0.05% 165
2026
Q1 		$236K Buy
+4,383
New +$222K 0.04% 242

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

Diversified Management's SNEX Position: Q2 2026 in Review

Diversified Management reduced its StoneX (SNEX) stake by 35% in Q2 2026, selling an estimated $115K and leaving 2,850 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #165.

Diversified Management first reported a position in SNEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Diversified Management held 2,850 shares of StoneX worth $225K as of Q2 2026.
  • Diversified Management sold 1,533 StoneX shares in Q2 2026, an estimated $115K.
  • StoneX made up 0.05% of Diversified Management's portfolio in Q2 2026, its #165 holding.
  • Diversified Management first reported a position in StoneX in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's StoneX position peaked at $236K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.