EH
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Equitable Holdings’s StoneX SNEX Stock Holding History

Equitable Holdings’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
Q1 		– Sell
-4,449
Closed -$282K – 1752
2025
Q4 		$282K Sell
4,449
-1,122
-20% -$70.5K ﹤0.01% 1360
2025
Q3 		$375K Buy
+5,571
New +$355K ﹤0.01% 1172

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Equitable Holdings's SNEX Position: Q1 2026 in Review

Equitable Holdings sold out of StoneX (SNEX) in Q1 2026, closing a stake of 4,449 shares — an estimated $282K sold.

Equitable Holdings first reported a position in SNEX in Q3 2025 and held it in 2 quarters. The position peaked at $375K in Q3 2025. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Equitable Holdings reported no remaining StoneX position as of Q1 2026 after selling out during the quarter.
  • Equitable Holdings sold 4,449 StoneX shares in Q1 2026, an estimated $282K.
  • Equitable Holdings first reported a position in StoneX in Q3 2025 and held it in 2 quarters.
  • Equitable Holdings's StoneX position peaked at $375K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.