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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
Q2 		$118K Buy
1,493
+269
+22% +$20.2K ﹤0.01% 1093
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 $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

Larson Financial Group's SNEX Position: Q2 2026 in Review

Larson Financial Group increased its StoneX (SNEX) stake by 22% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,493 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Larson Financial Group first reported a position in SNEX in Q2 2024 and has held it in 9 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Larson Financial Group held 1,493 shares of StoneX worth $118K as of Q2 2026.
  • Larson Financial Group bought 269 StoneX shares in Q2 2026, an estimated $20.2K.
  • StoneX made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1093 holding.
  • Larson Financial Group first reported a position in StoneX in Q2 2024 and has held it in 9 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.