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Keating Financial Advisory Services’s StoneX SNEX Stock Holding History

Keating Financial Advisory 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
Q2 		$278K Sell
3,519
-246
-7% -$18.5K 0.04% 302
2026
Q1 		$202K Sell
3,765
-1,219
-24% -$61.6K 0.03% 326
2025
Q4 		$211K Buy
+4,984
New +$209K 0.03% 361

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's SNEX Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its StoneX (SNEX) stake by 6.5% in Q2 2026, selling an estimated $18.5K and leaving 3,519 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #302.

Keating Financial Advisory Services first reported a position in SNEX in Q4 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Keating Financial Advisory Services held 3,519 shares of StoneX worth $278K as of Q2 2026.
  • Keating Financial Advisory Services sold 246 StoneX shares in Q2 2026, an estimated $18.5K.
  • StoneX made up 0.04% of Keating Financial Advisory Services's portfolio in Q2 2026, its #302 holding.
  • Keating Financial Advisory Services first reported a position in StoneX in Q4 2025 and has held it in 3 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.