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Jefferson Bridge Capital’s StoneX SNEX Stock Holding History

Jefferson Bridge Capital’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 		$9.71M Sell
122,955
-14,183
-10% -$1.06M 8.42% 1
2026
Q1 		$7.37M Sell
137,138
-6,727
-5% -$340K 7.32% 1
2025
Q4 		$6.08M Buy
+143,865
New +$6.03M 6.12% 1

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.59B AUM 28.43% 1-Year Est. Return

Jefferson Bridge Capital's SNEX Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its StoneX (SNEX) stake by 10% in Q2 2026, selling an estimated $1.06M and leaving 122,955 shares worth $9.71M. The position accounts for 8.42% of the portfolio, ranked #1.

Jefferson Bridge Capital first reported a position in SNEX in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Jefferson Bridge Capital held 122,955 shares of StoneX worth $9.71M as of Q2 2026.
  • Jefferson Bridge Capital sold 14,183 StoneX shares in Q2 2026, an estimated $1.06M.
  • StoneX made up 8.42% of Jefferson Bridge Capital's portfolio in Q2 2026, its #1 holding.
  • Jefferson Bridge Capital first reported a position in StoneX in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.