LI
SNEX icon

LRI Investments’s StoneX SNEX Stock Holding History

LRI Investments’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 		$711 Buy
+9
New +$675 ﹤0.01% 1455

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

LRI Investments's SNEX Position: Q2 2026 in Review

LRI Investments opened a new position in StoneX (SNEX) in Q2 2026: 9 shares worth $711. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings.

135 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • LRI Investments held 9 shares of StoneX worth $711 as of Q2 2026.
  • StoneX was a new LRI Investments position in Q2 2026.
  • StoneX made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1455 holding.
  • 135 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.