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Golden State Wealth Management’s StoneX SNEX Stock Holding History

Golden State Wealth Management’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 		$142K Buy
1,797
+1,716
+2,119% +$129K 0.01% 485
2026
Q1 		$4.36K Hold
81
– – ﹤0.01% 1234
2025
Q4 		$3.42K Hold
81
– – ﹤0.01% 1307
2025
Q3 		$3.63K Buy
+81
New +$3.44K ﹤0.01% 1308

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

Golden State Wealth Management's SNEX Position: Q2 2026 in Review

Golden State Wealth Management increased its StoneX (SNEX) stake by 2,119% in Q2 2026, buying an estimated $129K and bringing the position to 1,797 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #485.

Golden State Wealth Management first reported a position in SNEX in Q3 2025 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Golden State Wealth Management held 1,797 shares of StoneX worth $142K as of Q2 2026.
  • Golden State Wealth Management bought 1,716 StoneX shares in Q2 2026, an estimated $129K.
  • StoneX made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Golden State Wealth Management first reported a position in StoneX in Q3 2025 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.