Equitable Trust’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-9,653
| Closed | -$519K | – | 500 |
|
|
2026
Q1 | $519K | Sell |
9,653
-2
| -0% | -$101 | 0.02% | 316 |
|
|
2025
Q4 | $408K | Hold |
9,655
| – | – | 0.02% | 349 |
|
|
2025
Q3 | $433K | Sell |
9,655
-3,206
| -25% | -$136K | 0.02% | 340 |
|
|
2025
Q2 | $521K | Sell |
12,861
-214
| -2% | -$8.04K | 0.03% | 305 |
|
|
2025
Q1 | $444K | Sell |
13,075
-4,796
| -27% | -$161K | 0.02% | 327 |
|
|
2024
Q4 | $519K | Sell |
17,871
-11,576
| -39% | -$324K | 0.03% | 314 |
|
|
2024
Q3 | $714K | Sell |
29,447
-9,197
| -24% | -$217K | 0.05% | 248 |
|
|
2024
Q2 | $862K | Sell |
38,644
-8,555
| -18% | -$182K | 0.06% | 216 |
|
|
2024
Q1 | $983K | Hold |
47,199
| – | – | 0.07% | 199 |
|
|
2023
Q4 | $1.03M | Buy |
47,199
+4,497
| +11% | +$85.4K | 0.08% | 174 |
|
|
2023
Q3 | $818K | Hold |
42,702
| – | – | 0.07% | 188 |
|
|
2023
Q2 | $701K | Hold |
42,702
| – | – | 0.05% | 217 |
|
|
2023
Q1 | $873K | Hold |
42,702
| – | – | 0.07% | 183 |
|
|
2022
Q4 | $804K | Sell |
42,702
-4,582
| -10% | -$84.8K | 0.06% | 199 |
|
|
2022
Q3 | $775K | Sell |
47,284
-10,834
| -19% | -$185K | 0.06% | 193 |
|
|
2022
Q2 | $896K | Hold |
58,118
| – | – | 0.07% | 191 |
|
|
2022
Q1 | $852K | Hold |
58,118
| – | – | 0.05% | 189 |
|
|
2021
Q4 | $703K | Hold |
58,118
| – | – | 0.04% | 208 |
|
|
2021
Q3 | $757K | Sell |
58,118
-4,201
| -7% | -$54K | 0.05% | 201 |
|
|
2021
Q2 | $747K | Hold |
62,319
| – | – | 0.05% | 209 |
|
|
2021
Q1 | $805K | Sell |
62,319
-42,854
| -41% | -$517K | 0.06% | 191 |
|
|
2020
Q4 | $1.2M | Sell |
105,173
-34,881
| -25% | -$394K | 0.09% | 168 |
|
|
2020
Q3 | $1.42M | Sell |
140,054
-23,186
| -14% | -$254K | 0.12% | 138 |
|
|
2020
Q2 | $1.77M | Sell |
163,240
-13,441
| -8% | -$117K | 0.16% | 117 |
|
|
2020
Q1 | $1.26M | Hold |
176,681
| – | – | 0.14% | 131 |
|
|
2019
Q4 | $1.7M | Hold |
176,681
| – | – | 0.17% | 115 |
|
|
2019
Q3 | $1.43M | Hold |
176,681
| – | – | 0.15% | 115 |
|
|
2019
Q2 | $1.38M | Buy |
176,681
+21,768
| +14% | +$162K | 0.15% | 127 |
|
|
2019
Q1 | $1.19M | Buy |
154,913
+10,860
| +8% | +$85.7K | 0.14% | 138 |
|
|
2018
Q4 | $1.04M | Buy |
144,053
+47,435
| +49% | +$402K | 0.14% | 143 |
|
|
2018
Q3 | $922K | Buy |
96,618
+11,011
| +13% | +$117K | 0.11% | 158 |
|
|
2018
Q2 | $874K | Buy |
+85,607
| New | +$806K | 0.11% | 148 |
|
Other funds holding SNEX
AC
Equitable Trust's SNEX Position: Q2 2026 in Review
Equitable Trust sold out of StoneX (SNEX) in Q2 2026, closing a stake of 9,653 shares — an estimated $519K sold.
Equitable Trust first reported a position in SNEX in Q2 2018 and held it in 32 quarters. The position peaked at $1.77M in Q2 2020. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.
- Equitable Trust reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
- Equitable Trust sold 9,653 StoneX shares in Q2 2026, an estimated $519K.
- Equitable Trust first reported a position in StoneX in Q2 2018 and held it in 32 quarters.
- Equitable Trust's StoneX position peaked at $1.77M in Q2 2020.
- 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.
Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.