KFI
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Key Financial Inc’s StoneX SNEX Stock Holding History

Key Financial Inc’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 		$166K Sell
2,100
-3
-0.1% -$225 0.03% 336
2026
Q1 		$113K Sell
2,103
-1
-0% -$51 0.02% 389
2025
Q4 		$88.9K Buy
2,104
+1,807
+608% +$75.7K 0.02% 418
2025
Q3 		$13.4K Hold
297
– – ﹤0.01% 805
2025
Q2 		$12K Hold
297
– – ﹤0.01% 804
2025
Q1 		$10.1K Hold
297
– – ﹤0.01% 810
2024
Q4 		$8.62K Hold
297
– – ﹤0.01% 845
2024
Q3 		$7.21K Hold
297
– – ﹤0.01% 875
2024
Q2 		$6.63K Hold
297
– – ﹤0.01% 878
2024
Q1 		$6.18K Hold
297
– – ﹤0.01% 880
2023
Q4 		$6.5K Sell
297
-2
-0.7% -$38 ﹤0.01% 845
2023
Q3 		$5.72K Buy
299
+132
+79% +$2.42K ﹤0.01% 862
2023
Q2 		$2.74K Buy
+167
New +$2.98K ﹤0.01% 1121
2023
Q1 		– Sell
-5,063
Closed -$82.9K – 1213
2022
Q4 		$82.9K Hold
5,063
– – 0.04% 277
2022
Q3 		$83K Buy
+5,063
New +$86.6K 0.04% 280

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

Key Financial Inc's SNEX Position: Q2 2026 in Review

Key Financial Inc reduced its StoneX (SNEX) stake by 0.14% in Q2 2026, selling an estimated $225 and leaving 2,100 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #336.

Key Financial Inc first reported a position in SNEX in Q3 2022 and has held it in 15 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Key Financial Inc held 2,100 shares of StoneX worth $166K as of Q2 2026.
  • Key Financial Inc sold 3 StoneX shares in Q2 2026, an estimated $225.
  • StoneX made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #336 holding.
  • Key Financial Inc first reported a position in StoneX in Q3 2022 and has held it in 15 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.