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IFP Advisors’s StoneX SNEX Stock Holding History

IFP 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 		$268K Sell
3,398
-580
-15% -$43.5K ﹤0.01% 1348
2026
Q1 		$214K Sell
3,978
-362
-8% -$18.3K ﹤0.01% 1361
2025
Q4 		$184K Sell
4,340
-693
-14% -$29K ﹤0.01% 1411
2025
Q3 		$226K Buy
5,033
+3,813
+313% +$162K 0.01% 1220
2025
Q2 		$85.7K Sell
1,220
-450
-27% -$16.9K ﹤0.01% 1722
2025
Q1 		$56.7K Buy
1,670
+1,667
+55,567% +$55.9K ﹤0.01% 1842
2024
Q4 		$98 Buy
+3
New +$84 ﹤0.01% 4040
2017
Q2 		– Sell
-284
Closed -$2K – 4201
2017
Q1 		$2K Buy
+284
New +$2.1K ﹤0.01% 3690

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

IFP Advisors's SNEX Position: Q2 2026 in Review

IFP Advisors reduced its StoneX (SNEX) stake by 15% in Q2 2026, selling an estimated $43.5K and leaving 3,398 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

IFP Advisors first reported a position in SNEX in Q1 2017 and has held it in 8 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • IFP Advisors held 3,398 shares of StoneX worth $268K as of Q2 2026.
  • IFP Advisors sold 580 StoneX shares in Q2 2026, an estimated $43.5K.
  • StoneX made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1348 holding.
  • IFP Advisors first reported a position in StoneX in Q1 2017 and has held it in 8 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.