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Flagship Harbor Advisors’s StoneX SNEX Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-14
Closed -$571 – 1970
2025
Q4 		$571 Buy
+14
New +$587 ﹤0.01% 2021
2019
Q1 		– Sell
-886
Closed -$6K – 1946
2018
Q4 		$6K Hold
886
– – ﹤0.01% 1405
2018
Q3 		$8K Buy
+886
New +$9.44K ﹤0.01% 1542

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Flagship Harbor Advisors's SNEX Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of StoneX (SNEX) in Q1 2026, closing a stake of 14 shares — an estimated $571 sold.

Flagship Harbor Advisors first reported a position in SNEX in Q3 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 389 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining StoneX position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 14 StoneX shares in Q1 2026, an estimated $571.
  • Flagship Harbor Advisors first reported a position in StoneX in Q3 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's StoneX position peaked at $8K in Q3 2018.
  • 389 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.