Ferguson Wellman Capital Management’s StoneX SNEX Stock Holding History

Ferguson Wellman 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	$222K	Buy	+2,807	New	+$211K	﹤0.01%	417

Other funds holding SNEX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Ferguson Wellman Capital Management's SNEX Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in StoneX (SNEX) in Q2 2026: 2,807 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings.

101 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

Ferguson Wellman Capital Management held 2,807 shares of StoneX worth $222K as of Q2 2026.
StoneX was a new Ferguson Wellman Capital Management position in Q2 2026.
StoneX made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #417 holding.
101 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

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