LPL Financial
SNEX icon

LPL Financial’s StoneX SNEX Stock Holding History

LPL Financial’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 		$9.76M Buy
123,555
+10,618
+9% +$797K ﹤0.01% 2169
2026
Q1 		$6.07M Sell
112,937
-4,842
-4% -$245K ﹤0.01% 2451
2025
Q4 		$4.98M Buy
117,779
+844
+0.7% +$35.4K ﹤0.01% 2539
2025
Q3 		$5.24M Buy
116,935
+30,647
+36% +$1.3M ﹤0.01% 2421
2025
Q2 		$3.5M Buy
86,288
+1,290
+2% +$48.5K ﹤0.01% 2605
2025
Q1 		$2.89M Buy
84,998
+4,690
+6% +$157K ﹤0.01% 2608
2024
Q4 		$2.33M Sell
80,308
-2,879
-3% -$80.6K ﹤0.01% 2721
2024
Q3 		$2.02M Sell
83,187
-8,886
-10% -$210K ﹤0.01% 2733
2024
Q2 		$2.05M Buy
92,073
+14,742
+19% +$314K ﹤0.01% 2571
2024
Q1 		$1.61M Buy
77,331
+1,036
+1% +$20.7K ﹤0.01% 2736
2023
Q4 		$1.67M Buy
76,295
+10,503
+16% +$199K ﹤0.01% 2586
2023
Q3 		$1.26M Sell
65,792
-147
-0.2% -$2.7K ﹤0.01% 2702
2023
Q2 		$1.08M Buy
65,939
+7,153
+12% +$128K ﹤0.01% 2778
2023
Q1 		$1.2M Sell
58,786
-3,371
-5% -$64.1K ﹤0.01% 2601
2022
Q4 		$1.17M Buy
62,157
+815
+1% +$15.1K ﹤0.01% 2519
2022
Q3 		$1M Sell
61,342
-2,896
-5% -$49.5K ﹤0.01% 2541
2022
Q2 		$991K Sell
64,238
-243
-0.4% -$3.51K ﹤0.01% 2585
2022
Q1 		$945K Buy
64,481
+5,726
+10% +$79.6K ﹤0.01% 2660
2021
Q4 		$711K Sell
58,755
-67,286
-53% -$882K ﹤0.01% 2967
2021
Q3 		$1.64M Buy
126,041
+71,558
+131% +$920K ﹤0.01% 2205
2021
Q2 		$653K Buy
+54,483
New +$704K ﹤0.01% 2928

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

LPL Financial's SNEX Position: Q2 2026 in Review

LPL Financial increased its StoneX (SNEX) stake by 9.4% in Q2 2026, buying an estimated $797K and bringing the position to 123,555 shares worth $9.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

LPL Financial first reported a position in SNEX in Q2 2021 and has held it in 21 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • LPL Financial held 123,555 shares of StoneX worth $9.76M as of Q2 2026.
  • LPL Financial bought 10,618 StoneX shares in Q2 2026, an estimated $797K.
  • StoneX made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2169 holding.
  • LPL Financial first reported a position in StoneX in Q2 2021 and has held it in 21 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.