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 Q3	$456K	Buy	7,054 +3,847	+120%	+$273K	﹤0.01%	2586
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services's SNEX Position: Q3 2026 in Review

Kestra Advisory Services increased its StoneX (SNEX) stake by 120% in Q3 2026, buying an estimated $273K and bringing the position to 7,054 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Kestra Advisory Services first reported a position in SNEX in Q3 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

Kestra Advisory Services held 7,054 shares of StoneX worth $456K as of Q3 2026.
Kestra Advisory Services bought 3,847 StoneX shares in Q3 2026, an estimated $273K.
StoneX made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2586 holding.
Kestra Advisory Services first reported a position in StoneX in Q3 2025 and has held it in 4 quarters since.
175 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.