Evergreen Capital Management
SNEX icon

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
Q3 		$586K Sell
9,073
-293
-3% -$20.8K 0.01% 781
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Evergreen Capital Management's SNEX Position: Q3 2026 in Review

Evergreen Capital Management reduced its StoneX (SNEX) stake by 3.1% in Q3 2026, selling an estimated $20.8K and leaving 9,073 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #781.

Evergreen Capital Management first reported a position in SNEX in Q2 2024 and has held it in 10 quarters since. The position peaked at $740K in Q2 2026. 385 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Evergreen Capital Management held 9,073 shares of StoneX worth $586K as of Q3 2026.
  • Evergreen Capital Management sold 293 StoneX shares in Q3 2026, an estimated $20.8K.
  • StoneX made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #781 holding.
  • Evergreen Capital Management first reported a position in StoneX in Q2 2024 and has held it in 10 quarters since.
  • Evergreen Capital Management's StoneX position peaked at $740K in Q2 2026.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.