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Timothy G. Youngquist 2020 Irrevocable Trust’s StoneX SNEX Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		$828K Sell
10,487
-3,411
-25% -$256K 0.16% 63
2026
Q1 		$747K Buy
+13,898
New +$703K 0.32% 81

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's SNEX Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust reduced its StoneX (SNEX) stake by 25% in Q2 2026, selling an estimated $256K and leaving 10,487 shares worth $828K. The position accounts for 0.16% of the portfolio, ranked #63.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SNEX in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 10,487 shares of StoneX worth $828K as of Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 3,411 StoneX shares in Q2 2026, an estimated $256K.
  • StoneX made up 0.16% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #63 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in StoneX in Q1 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.