Everence Capital Management’s StoneX SNEX Stock Holding History

Everence Capital 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	$262K	Buy	+3,323	New	+$249K	0.01%	696
2024 Q4	–	Sell	-12,201	Closed	-$296K	–	1015
2024 Q3	$296K	Hold	12,201	–	–	0.02%	595
2024 Q2	$262K	Hold	12,201	–	–	0.02%	582
2024 Q1	$254K	Hold	12,201	–	–	0.02%	627
2023 Q4	$267K	Hold	12,201	–	–	0.02%	591
2023 Q3	$234K	Buy	+12,201	New	+$224K	0.02%	613
2023 Q2	–	Sell	-12,201	Closed	-$250K	–	743
2023 Q1	$250K	Hold	12,201	–	–	0.02%	605
2022 Q4	$230K	Buy	+12,201	New	+$226K	0.02%	638
2021 Q2	–	Sell	-20,706	Closed	-$267K	–	746
2021 Q1	$267K	Hold	20,706	–	–	0.02%	597
2020 Q4	$237K	Hold	20,706	–	–	0.02%	597
2020 Q3	$209K	Hold	20,706	–	–	0.02%	572
2020 Q2	$209K	Buy	+20,706	New	+$180K	0.02%	571

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Everence Capital Management's SNEX Position: Q2 2026 in Review

Everence Capital Management opened a new position in StoneX (SNEX) in Q2 2026: 3,323 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in SNEX as recently as Q3 2024.

Everence Capital Management first reported a position in SNEX in Q2 2020 and has held it in 12 quarters since. The position peaked at $296K in Q3 2024. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

Everence Capital Management held 3,323 shares of StoneX worth $262K as of Q2 2026.
StoneX was a new Everence Capital Management position in Q2 2026.
StoneX made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #696 holding.
Everence Capital Management first reported a position in StoneX in Q2 2020 and has held it in 12 quarters since.
Everence Capital Management's StoneX position peaked at $296K in Q3 2024.
472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.