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EP Wealth Advisors’s StoneX SNEX Stock Holding History

EP Wealth Advisors’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 		$219K Buy
+2,768
New +$208K ﹤0.01% 1468
2025
Q2 		$205K Buy
+5,063
New +$190K ﹤0.01% 1242

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 $3.38T AUM 44.17% 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

EP Wealth Advisors's SNEX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in StoneX (SNEX) in Q2 2026: 2,768 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SNEX as recently as Q2 2025.

EP Wealth Advisors first reported a position in SNEX in Q2 2025 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • EP Wealth Advisors held 2,768 shares of StoneX worth $219K as of Q2 2026.
  • StoneX was a new EP Wealth Advisors position in Q2 2026.
  • StoneX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1468 holding.
  • EP Wealth Advisors first reported a position in StoneX in Q2 2025 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.