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 Q1	$113K	Sell	1,402 -1	-0.1%	-$76	0.02%	389
2025 Q4	$88.9K	Buy	1,403 +1,205	+609%	+$75.8K	0.02%	418
2025 Q3	$13.4K	Hold	198	–	–	﹤0.01%	805
2025 Q2	$12K	Hold	198	–	–	﹤0.01%	804
2025 Q1	$10.1K	Hold	198	–	–	﹤0.01%	810
2024 Q4	$8.62K	Hold	198	–	–	﹤0.01%	845
2024 Q3	$7.21K	Hold	198	–	–	﹤0.01%	875
2024 Q2	$6.63K	Hold	198	–	–	﹤0.01%	878
2024 Q1	$6.18K	Hold	198	–	–	﹤0.01%	880
2023 Q4	$6.5K	Sell	198 -1	-0.5%	-$28	﹤0.01%	845
2023 Q3	$5.72K	Buy	199 +88	+79%	+$2.42K	﹤0.01%	862
2023 Q2	$2.74K	Buy	+111	New	+$2.97K	﹤0.01%	1121
2023 Q1	–	Sell	-3,375	Closed	-$82.9K	–	1213
2022 Q4	$82.9K	Hold	3,375	–	–	0.04%	277
2022 Q3	$83K	Buy	+3,375	New	+$86.6K	0.04%	280

Other funds holding SNEX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Key Financial Inc's SNEX Position: Q1 2026 in Review

Key Financial Inc reduced its StoneX (SNEX) stake by 0.07% in Q1 2026, selling an estimated $76 and leaving 1,402 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #389.

Key Financial Inc first reported a position in SNEX in Q3 2022 and has held it in 14 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

Key Financial Inc held 1,402 shares of StoneX worth $113K as of Q1 2026.
Key Financial Inc sold 1 StoneX share in Q1 2026, an estimated $76.
StoneX made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #389 holding.
Key Financial Inc first reported a position in StoneX in Q3 2022 and has held it in 14 quarters since.
385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.