EWA
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EverSource Wealth Advisors’s StoneX SNEX Stock Holding History

EverSource Wealth Advisors’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 		$113K Sell
1,430
-223
-13% -$16.7K ﹤0.01% 1320
2026
Q1 		$88.9K Buy
1,653
+451
+38% +$22.8K ﹤0.01% 1506
2025
Q4 		$50.8K Buy
1,202
+752
+167% +$31.5K ﹤0.01% 1740
2025
Q3 		$20.2K Sell
450
-86
-16% -$3.65K ﹤0.01% 2344
2025
Q2 		$21.7K Sell
536
-470
-47% -$17.7K ﹤0.01% 2228
2025
Q1 		$34.1K Buy
1,006
+112
+13% +$3.76K ﹤0.01% 1421
2024
Q4 		$26K Sell
894
-159
-15% -$4.45K ﹤0.01% 1493
2024
Q3 		$25.5K Hold
1,053
– – ﹤0.01% 1364
2024
Q2 		$26K Hold
1,053
– – ﹤0.01% 1373
2024
Q1 		$22.7K Buy
1,053
+840
+394% +$16.8K ﹤0.01% 1304
2023
Q4 		$4.65K Hold
213
– – ﹤0.01% 1888
2023
Q3 		$4.07K Hold
213
– – ﹤0.01% 1785
2023
Q2 		$3.49K Hold
213
– – ﹤0.01% 1871
2023
Q1 		$4.35K Sell
213
-126
-37% -$2.4K ﹤0.01% 1689
2022
Q4 		$6.39K Buy
339
+126
+59% +$2.33K ﹤0.01% 1504
2022
Q3 		$3K Buy
+213
New +$3.64K ﹤0.01% 1578

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

EverSource Wealth Advisors's SNEX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its StoneX (SNEX) stake by 13% in Q2 2026, selling an estimated $16.7K and leaving 1,430 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

EverSource Wealth Advisors first reported a position in SNEX in Q3 2022 and has held it in 16 quarters since. 87 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • EverSource Wealth Advisors held 1,430 shares of StoneX worth $113K as of Q2 2026.
  • EverSource Wealth Advisors sold 223 StoneX shares in Q2 2026, an estimated $16.7K.
  • StoneX made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1320 holding.
  • EverSource Wealth Advisors first reported a position in StoneX in Q3 2022 and has held it in 16 quarters since.
  • 87 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.