KAS
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Kestra Advisory Services's SNEX Position: Q1 2026 in Review

Kestra Advisory Services sold out of StoneX (SNEX) in Q1 2026, closing a stake of 4,914 shares — an estimated $208K sold.

Kestra Advisory Services first reported a position in SNEX in Q3 2025 and held it in 2 quarters. The position peaked at $336K in Q3 2025. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Kestra Advisory Services reported no remaining StoneX position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,914 StoneX shares in Q1 2026, an estimated $208K.
  • Kestra Advisory Services first reported a position in StoneX in Q3 2025 and held it in 2 quarters.
  • Kestra Advisory Services's StoneX position peaked at $336K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.