DM
SNEX icon

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
Q3 		– Sell
-2,850
Closed -$225K – 242
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

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

Diversified Management's SNEX Position: Q3 2026 in Review

Diversified Management sold out of StoneX (SNEX) in Q3 2026, closing a stake of 2,850 shares — an estimated $225K sold.

Diversified Management first reported a position in SNEX in Q1 2026 and held it in 2 quarters. The position peaked at $236K in Q1 2026. 13 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Diversified Management reported no remaining StoneX position as of Q3 2026 after selling out during the quarter.
  • Diversified Management sold 2,850 StoneX shares in Q3 2026, an estimated $225K.
  • Diversified Management first reported a position in StoneX in Q1 2026 and held it in 2 quarters.
  • Diversified Management's StoneX position peaked at $236K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.