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Hennessy Advisors Inc’s StoneX SNEX Stock Holding History

Hennessy Advisors Inc’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 		$66.9M Sell
846,900
-212,175
-20% -$15.9M 2.14% 6
2026
Q1 		$56.9M Sell
1,059,075
-95,850
-8% -$4.85M 2.06% 3
2025
Q4 		$48.8M Sell
1,154,925
-66,375
-5% -$2.78M 1.73% 8
2025
Q3 		$54.8M Buy
1,221,300
+968,850
+384% +$41.1M 1.89% 2
2025
Q2 		$10.2M Buy
+252,450
New +$9.49M 0.34% 79
2024
Q2 		– Sell
-98,719
Closed -$2.06M – 322
2024
Q1 		$2.06M Sell
98,719
-55,687
-36% -$1.11M 0.09% 224
2023
Q4 		$3.38M Buy
+154,406
New +$2.93M 0.17% 165

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

Hennessy Advisors Inc's SNEX Position: Q2 2026 in Review

Hennessy Advisors Inc reduced its StoneX (SNEX) stake by 20% in Q2 2026, selling an estimated $15.9M and leaving 846,900 shares worth $66.9M. The position accounts for 2.14% of the portfolio, ranked #6.

Hennessy Advisors Inc first reported a position in SNEX in Q4 2023 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Hennessy Advisors Inc held 846,900 shares of StoneX worth $66.9M as of Q2 2026.
  • Hennessy Advisors Inc sold 212,175 StoneX shares in Q2 2026, an estimated $15.9M.
  • StoneX made up 2.14% of Hennessy Advisors Inc's portfolio in Q2 2026, its #6 holding.
  • Hennessy Advisors Inc first reported a position in StoneX in Q4 2023 and has held it in 7 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.