Lido Advisors
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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
Q1 		$577K Buy
7,149
+1,074
+18% +$81.5K ﹤0.01% 1228
2025
Q4 		$403K Buy
6,075
+187
+3% +$11.8K ﹤0.01% 1398
2025
Q3 		$396K Buy
5,888
+198
+3% +$12.6K ﹤0.01% 1336
2025
Q2 		$346K Sell
5,690
-1,245
-18% -$70.2K ﹤0.01% 1271
2025
Q1 		$353K Sell
6,935
-265
-4% -$13.3K ﹤0.01% 1146
2024
Q4 		$314K Buy
7,200
+1,636
+29% +$68.7K ﹤0.01% 1193
2024
Q3 		$202K Buy
+5,564
New +$197K ﹤0.01% 1338
2023
Q1 		– Sell
-15,117
Closed -$427K – 1240
2022
Q4 		$427K Buy
15,117
+1,060
+8% +$29.4K 0.01% 655
2022
Q3 		$345K Buy
+14,057
New +$361K ﹤0.01% 688

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

Lido Advisors's SNEX Position: Q1 2026 in Review

Lido Advisors increased its StoneX (SNEX) stake by 18% in Q1 2026, buying an estimated $81.5K and bringing the position to 7,149 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Lido Advisors first reported a position in SNEX in Q3 2022 and has held it in 9 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Lido Advisors held 7,149 shares of StoneX worth $577K as of Q1 2026.
  • Lido Advisors bought 1,074 StoneX shares in Q1 2026, an estimated $81.5K.
  • StoneX made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1228 holding.
  • Lido Advisors first reported a position in StoneX in Q3 2022 and has held it in 9 quarters since.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.