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Evergreen Capital Management’s StoneX SNEX Stock Holding History

Evergreen 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 		$740K Sell
9,366
-9
-0.1% -$675 0.01% 686
2026
Q1 		$504K Buy
9,375
+136
+1% +$6.88K 0.01% 780
2025
Q4 		$391K Sell
9,239
-1,874
-17% -$78.5K 0.01% 885
2025
Q3 		$498K Buy
11,113
+1,499
+16% +$63.6K 0.01% 661
2025
Q2 		$389K Buy
9,614
+18
+0.2% +$677 0.01% 668
2025
Q1 		$326K Buy
9,596
+170
+2% +$5.7K 0.01% 696
2024
Q4 		$274K Buy
9,426
+388
+4% +$10.9K 0.01% 784
2024
Q3 		$219K Buy
9,038
+37
+0.4% +$873 0.01% 891
2024
Q2 		$201K Buy
+9,001
New +$192K 0.01% 870

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 $3.37T AUM 44.26% 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

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

Evergreen Capital Management reduced its StoneX (SNEX) stake by 0.1% in Q2 2026, selling an estimated $675 and leaving 9,366 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #686.

Evergreen Capital Management first reported a position in SNEX in Q2 2024 and has held it in 9 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Evergreen Capital Management held 9,366 shares of StoneX worth $740K as of Q2 2026.
  • Evergreen Capital Management sold 9 StoneX shares in Q2 2026, an estimated $675.
  • StoneX made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #686 holding.
  • Evergreen Capital Management first reported a position in StoneX in Q2 2024 and has held it in 9 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.