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Kestra Advisory Services’s StoneX SNEX Stock Holding History

Kestra 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 		$253K Buy
+3,207
New +$241K ﹤0.01% 2910
2026
Q1 		– Sell
-4,914
Closed -$208K – 4238
2025
Q4 		$208K Sell
4,914
-2,576
-34% -$108K ﹤0.01% 2853
2025
Q3 		$336K Buy
+7,490
New +$318K ﹤0.01% 2354

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

Kestra Advisory Services's SNEX Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in StoneX (SNEX) in Q2 2026: 3,207 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #2910 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in SNEX as recently as Q4 2025.

Kestra Advisory Services first reported a position in SNEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $336K in Q3 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Kestra Advisory Services held 3,207 shares of StoneX worth $253K as of Q2 2026.
  • StoneX was a new Kestra Advisory Services position in Q2 2026.
  • StoneX made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2910 holding.
  • Kestra Advisory Services first reported a position in StoneX in Q3 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's StoneX position peaked at $336K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.