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Harvest Investment Services’s StoneX SNEX Stock Holding History

Harvest Investment Services’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 		$4.15M Sell
77,191
-11,734
-13% -$593K 0.76% 33
2025
Q4 		$3.76M Buy
88,925
+22,507
+34% +$943K 0.71% 38
2025
Q3 		$2.98M Buy
+66,418
New +$2.82M 0.6% 52

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Harvest Investment Services's SNEX Position: Q1 2026 in Review

Harvest Investment Services reduced its StoneX (SNEX) stake by 13% in Q1 2026, selling an estimated $593K and leaving 77,191 shares worth $4.15M. The position accounts for 0.76% of the portfolio, ranked #33.

Harvest Investment Services first reported a position in SNEX in Q3 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Harvest Investment Services held 77,191 shares of StoneX worth $4.15M as of Q1 2026.
  • Harvest Investment Services sold 11,734 StoneX shares in Q1 2026, an estimated $593K.
  • StoneX made up 0.76% of Harvest Investment Services's portfolio in Q1 2026, its #33 holding.
  • Harvest Investment Services first reported a position in StoneX in Q3 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.