GRP
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Global Retirement Partners’s StoneX SNEX Stock Holding History

Global Retirement Partners’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 		$2.46M Buy
+31,142
New +$2.34M 0.04% 421
2025
Q4 		$6.47K Sell
153
-14,841
-99% -$622K ﹤0.01% 3340
2025
Q3 		$673K Buy
14,994
+14,915
+18,880% +$633K 0.02% 666
2025
Q2 		$3.19K Buy
+79
New +$2.97K ﹤0.01% 3070
2024
Q4 		$2.35K Hold
81
– – ﹤0.01% 3010
2024
Q3 		$1.97K Hold
81
– – ﹤0.01% 2945
2024
Q2 		$1.81K Buy
81
+3
+4% +$64 ﹤0.01% 2999
2024
Q1 		$1.62K Hold
78
– – ﹤0.01% 2827
2023
Q4 		$1.48K Sell
78
-3
-4% -$57 ﹤0.01% 2777
2023
Q3 		$1.49K Hold
81
– – ﹤0.01% 2649
2023
Q2 		$1.33K Hold
81
– – ﹤0.01% 2690
2023
Q1 		$1.52K Hold
81
– – ﹤0.01% 2589
2022
Q4 		$1.52K Hold
81
– – ﹤0.01% 2456
2022
Q3 		$1K Buy
+81
New +$1.39K ﹤0.01% 2579
2019
Q2 		– Sell
-506
Closed -$4K – 1697
2019
Q1 		$4K Buy
+506
New +$3.99K ﹤0.01% 1308
2018
Q4 		– Sell
-506
Closed -$5K – 1552
2018
Q3 		$5K Hold
506
– – ﹤0.01% 1236
2018
Q2 		$5K Hold
506
– – ﹤0.01% 1208
2018
Q1 		$4K Buy
+506
New +$4.26K ﹤0.01% 1218

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

Global Retirement Partners's SNEX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in StoneX (SNEX) in Q2 2026: 31,142 shares worth $2.46M. The stake represents 0.04% of the portfolio and ranks #421 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SNEX as recently as Q4 2025.

Global Retirement Partners first reported a position in SNEX in Q1 2018 and has held it in 18 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Global Retirement Partners held 31,142 shares of StoneX worth $2.46M as of Q2 2026.
  • StoneX was a new Global Retirement Partners position in Q2 2026.
  • StoneX made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #421 holding.
  • Global Retirement Partners first reported a position in StoneX in Q1 2018 and has held it in 18 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.