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Greykasell Wealth Strategies’s StoneX SNEX Stock Holding History

Greykasell Wealth Strategies’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 		$12.1K Hold
225
– – ﹤0.01% 378
2025
Q4 		$9.51K Hold
225
– – ﹤0.01% 365
2025
Q3 		$10.1K Hold
225
– – ﹤0.01% 299
2025
Q2 		$9.11K Hold
225
– – ﹤0.01% 251
2025
Q1 		$7.64K Buy
+225
New +$7.55K ﹤0.01% 275

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Greykasell Wealth Strategies's SNEX Position: Q1 2026 in Review

Greykasell Wealth Strategies held its StoneX (SNEX) position steady in Q1 2026 at 225 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Greykasell Wealth Strategies first reported a position in SNEX in Q1 2025 and has held it in 5 quarters since. 388 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Greykasell Wealth Strategies held 225 shares of StoneX worth $12.1K as of Q1 2026.
  • Greykasell Wealth Strategies left its StoneX share count unchanged in Q1 2026.
  • StoneX made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #378 holding.
  • Greykasell Wealth Strategies first reported a position in StoneX in Q1 2025 and has held it in 5 quarters since.
  • 388 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.