EI
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Ethic Inc’s StoneX SNEX Stock Holding History

Ethic Inc’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 		$618K Sell
7,823
-357
-4% -$26.8K 0.01% 877
2026
Q1 		$440K Buy
8,180
+530
+7% +$26.8K 0.01% 911
2025
Q4 		$323K Sell
7,650
-2,844
-27% -$119K 0.01% 976
2025
Q3 		$471K Sell
10,494
-86
-0.8% -$3.65K 0.01% 855
2025
Q2 		$430K Buy
10,580
+4,120
+64% +$155K 0.01% 867
2025
Q1 		$220K Buy
+6,460
New +$217K ﹤0.01% 1046

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JBC
Jefferson Bridge Capital Nashville, Tennessee $115M AUM

Ethic Inc's SNEX Position: Q2 2026 in Review

Ethic Inc reduced its StoneX (SNEX) stake by 4.4% in Q2 2026, selling an estimated $26.8K and leaving 7,823 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #877.

Ethic Inc first reported a position in SNEX in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Ethic Inc held 7,823 shares of StoneX worth $618K as of Q2 2026.
  • Ethic Inc sold 357 StoneX shares in Q2 2026, an estimated $26.8K.
  • StoneX made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #877 holding.
  • Ethic Inc first reported a position in StoneX in Q1 2025 and has held it in 6 quarters since.
  • 121 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.