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Larson Financial Group’s StoneX SNEX Stock Holding History

Larson Financial Group’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 		$65.8K Sell
1,224
-358
-23% -$18.1K ﹤0.01% 1203
2025
Q4 		$66.9K Sell
1,582
-569
-26% -$23.8K ﹤0.01% 1102
2025
Q3 		$96.5K Sell
2,151
-45
-2% -$1.91K ﹤0.01% 914
2025
Q2 		$89K Sell
2,196
-423
-16% -$15.9K ﹤0.01% 889
2025
Q1 		$88.9K Buy
2,619
+2,524
+2,657% +$84.7K ﹤0.01% 830
2024
Q4 		$2.74K Buy
95
+85
+850% +$2.38K ﹤0.01% 1810
2024
Q3 		$246 Hold
10
– – ﹤0.01% 2303
2024
Q2 		$226 Buy
+10
New +$213 ﹤0.01% 2032

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

Larson Financial Group's SNEX Position: Q1 2026 in Review

Larson Financial Group reduced its StoneX (SNEX) stake by 23% in Q1 2026, selling an estimated $18.1K and leaving 1,224 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Larson Financial Group first reported a position in SNEX in Q2 2024 and has held it in 8 quarters since. The position peaked at $96.5K in Q3 2025. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Larson Financial Group held 1,224 shares of StoneX worth $65.8K as of Q1 2026.
  • Larson Financial Group sold 358 StoneX shares in Q1 2026, an estimated $18.1K.
  • StoneX made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1203 holding.
  • Larson Financial Group first reported a position in StoneX in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's StoneX position peaked at $96.5K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.