FC
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Financial Consulate’s StoneX SNEX Stock Holding History

Financial Consulate’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
Q1 		$565 Sell
7
-1
-13% -$76 ﹤0.01% 1214
2025
Q4 		$476 Hold
8
– – ﹤0.01% 1200
2025
Q3 		$505 Buy
+8
New +$509 ﹤0.01% 1000

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Financial Consulate's SNEX Position: Q1 2026 in Review

Financial Consulate reduced its StoneX (SNEX) stake by 13% in Q1 2026, selling an estimated $76 and leaving 7 shares worth $565. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Financial Consulate first reported a position in SNEX in Q3 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Financial Consulate held 7 shares of StoneX worth $565 as of Q1 2026.
  • Financial Consulate sold 1 StoneX share in Q1 2026, an estimated $76.
  • StoneX made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1214 holding.
  • Financial Consulate first reported a position in StoneX in Q3 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.