Lido Advisors
SNEX icon

Lido Advisors’s StoneX SNEX Stock Holding History

Lido Advisors’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 		$861K Buy
10,899
+175
+2% +$13.1K ﹤0.01% 1167
2026
Q1 		$577K Buy
10,724
+1,611
+18% +$81.5K ﹤0.01% 1228
2025
Q4 		$403K Buy
9,113
+282
+3% +$11.8K ﹤0.01% 1398
2025
Q3 		$396K Buy
8,831
+297
+3% +$12.6K ﹤0.01% 1336
2025
Q2 		$346K Sell
8,534
-1,868
-18% -$70.2K ﹤0.01% 1271
2025
Q1 		$353K Sell
10,402
-398
-4% -$13.3K ﹤0.01% 1146
2024
Q4 		$314K Buy
10,800
+2,454
+29% +$68.7K ﹤0.01% 1193
2024
Q3 		$202K Buy
+8,346
New +$197K ﹤0.01% 1338
2023
Q1 		– Sell
-22,675
Closed -$427K – 1240
2022
Q4 		$427K Buy
22,675
+1,590
+8% +$29.4K 0.01% 655
2022
Q3 		$345K Buy
+21,085
New +$361K ﹤0.01% 688

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

Lido Advisors's SNEX Position: Q2 2026 in Review

Lido Advisors increased its StoneX (SNEX) stake by 1.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 10,899 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Lido Advisors first reported a position in SNEX in Q3 2022 and has held it in 10 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Lido Advisors held 10,899 shares of StoneX worth $861K as of Q2 2026.
  • Lido Advisors bought 175 StoneX shares in Q2 2026, an estimated $13.1K.
  • StoneX made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1167 holding.
  • Lido Advisors first reported a position in StoneX in Q3 2022 and has held it in 10 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.