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IBEX Wealth Advisors’s StoneX SNEX Stock Holding History

IBEX Wealth Advisors’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 		$12.3M Buy
155,210
+4,776
+3% +$358K 0.96% 32
2026
Q1 		$8.09M Buy
150,434
+12,268
+9% +$620K 0.75% 43
2025
Q4 		$5.84M Buy
138,166
+21,902
+19% +$918K 0.57% 64
2025
Q3 		$5.21M Buy
+116,264
New +$4.93M 0.5% 64

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

IBEX Wealth Advisors's SNEX Position: Q2 2026 in Review

IBEX Wealth Advisors increased its StoneX (SNEX) stake by 3.2% in Q2 2026, buying an estimated $358K and bringing the position to 155,210 shares worth $12.3M. The position accounts for 0.96% of the portfolio, ranked #32.

IBEX Wealth Advisors first reported a position in SNEX in Q3 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • IBEX Wealth Advisors held 155,210 shares of StoneX worth $12.3M as of Q2 2026.
  • IBEX Wealth Advisors bought 4,776 StoneX shares in Q2 2026, an estimated $358K.
  • StoneX made up 0.96% of IBEX Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • IBEX Wealth Advisors first reported a position in StoneX in Q3 2025 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.