Gladstone Institutional Advisory’s StoneX SNEX Stock Holding History

Gladstone Institutional Advisory’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	$533K	Buy	+6,753	New	+$507K	0.02%	574

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

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 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

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Gladstone Institutional Advisory's SNEX Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in StoneX (SNEX) in Q2 2026: 6,753 shares worth $533K. The stake represents 0.02% of the portfolio and ranks #574 among its holdings.

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

Gladstone Institutional Advisory held 6,753 shares of StoneX worth $533K as of Q2 2026.
StoneX was a new Gladstone Institutional Advisory position in Q2 2026.
StoneX made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #574 holding.
109 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.