Envestnet Asset Management
SNEX icon

Envestnet Asset Management’s StoneX SNEX Stock Holding History

Envestnet Asset 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 		$15.6M Sell
197,468
-63,775
-24% -$4.79M ﹤0.01% 1638
2026
Q1 		$14M Sell
261,243
-21,344
-8% -$1.08M ﹤0.01% 1597
2025
Q4 		$11.9M Sell
282,587
-7,339
-3% -$308K ﹤0.01% 1579
2025
Q3 		$13M Buy
289,926
+12,937
+5% +$549K ﹤0.01% 1589
2025
Q2 		$11.2M Sell
276,989
-60,572
-18% -$2.28M ﹤0.01% 1660
2025
Q1 		$11.5M Buy
337,561
+20,807
+7% +$698K ﹤0.01% 1571
2024
Q4 		$9.19M Sell
316,754
-7,175
-2% -$201K ﹤0.01% 1712
2024
Q3 		$7.86M Sell
323,929
-10,682
-3% -$252K ﹤0.01% 1807
2024
Q2 		$7.47M Buy
334,611
+21,171
+7% +$451K ﹤0.01% 1748
2024
Q1 		$6.53M Buy
313,440
+35,826
+13% +$717K ﹤0.01% 1802
2023
Q4 		$6.07M Buy
277,614
+47,042
+20% +$893K ﹤0.01% 1760
2023
Q3 		$4.41M Buy
230,572
+181,253
+368% +$3.33M ﹤0.01% 1882
2023
Q2 		$809K Buy
49,319
+13,077
+36% +$233K ﹤0.01% 2901
2023
Q1 		$741K Buy
36,242
+8,115
+29% +$154K ﹤0.01% 2880
2022
Q4 		$529K Sell
28,127
-1,261
-4% -$23.3K ﹤0.01% 3069
2022
Q3 		$481K Sell
29,388
-5,164
-15% -$88.3K ﹤0.01% 3040
2022
Q2 		$533K Buy
34,552
+14,282
+70% +$206K ﹤0.01% 3022
2022
Q1 		$297K Buy
+20,270
New +$282K ﹤0.01% 3455
2021
Q1 		– Sell
-17,506
Closed -$200K – 3569
2020
Q4 		$200K Buy
+17,506
New +$198K ﹤0.01% 3143
2020
Q3 		– Sell
-23,495
Closed -$255K – 3181
2020
Q2 		$255K Buy
+23,495
New +$204K ﹤0.01% 2761

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

Envestnet Asset Management's SNEX Position: Q2 2026 in Review

Envestnet Asset Management reduced its StoneX (SNEX) stake by 24% in Q2 2026, selling an estimated $4.79M and leaving 197,468 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Envestnet Asset Management first reported a position in SNEX in Q2 2020 and has held it in 20 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Envestnet Asset Management held 197,468 shares of StoneX worth $15.6M as of Q2 2026.
  • Envestnet Asset Management sold 63,775 StoneX shares in Q2 2026, an estimated $4.79M.
  • StoneX made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1638 holding.
  • Envestnet Asset Management first reported a position in StoneX in Q2 2020 and has held it in 20 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.