Focus Partners Wealth
SNEX icon

Focus Partners Wealth’s StoneX SNEX Stock Holding History

Focus Partners Wealth’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 		$2.47M Buy
31,227
+3,693
+13% +$277K ﹤0.01% 1273
2026
Q1 		$1.48M Sell
27,534
-1,529
-5% -$77.3K ﹤0.01% 1446
2025
Q4 		$1.23M Buy
29,063
+2,479
+9% +$104K ﹤0.01% 1540
2025
Q3 		$1.19M Sell
26,584
-565
-2% -$24K ﹤0.01% 1216
2025
Q2 		$1.1M Buy
27,149
+14
+0.1% +$526 ﹤0.01% 1104
2025
Q1 		$921K Sell
27,135
-233
-0.9% -$7.82K ﹤0.01% 1095
2024
Q4 		$794K Buy
27,368
+554
+2% +$15.5K ﹤0.01% 1140
2024
Q3 		$651K Sell
26,814
-26,795
-50% -$632K ﹤0.01% 1068
2024
Q2 		$1.2M Buy
53,609
+39,434
+278% +$841K ﹤0.01% 765
2024
Q1 		$295K Buy
14,175
+493
+4% +$9.87K ﹤0.01% 837
2023
Q4 		$299K Buy
+13,682
New +$260K ﹤0.01% 673

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Focus Partners Wealth's SNEX Position: Q2 2026 in Review

Focus Partners Wealth increased its StoneX (SNEX) stake by 13% in Q2 2026, buying an estimated $277K and bringing the position to 31,227 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Focus Partners Wealth first reported a position in SNEX in Q4 2023 and has held it in 11 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Focus Partners Wealth held 31,227 shares of StoneX worth $2.47M as of Q2 2026.
  • Focus Partners Wealth bought 3,693 StoneX shares in Q2 2026, an estimated $277K.
  • StoneX made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1273 holding.
  • Focus Partners Wealth first reported a position in StoneX in Q4 2023 and has held it in 11 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.