MCM
SNEX icon

MAI Capital Management’s StoneX SNEX Stock Holding History

MAI Capital Management’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 		$4.19K Buy
52
+13
+33% +$986 ﹤0.01% 3602
2025
Q4 		$2.47K Buy
39
+6
+18% +$377 ﹤0.01% 3359
2025
Q3 		$2.22K Sell
33
-17
-34% -$1.08K ﹤0.01% 3285
2025
Q2 		$3.01K Buy
+50
New +$2.82K ﹤0.01% 3280
2025
Q1 		– Sell
-450
Closed -$19.6K – 3565
2024
Q4 		$19.6K Buy
+450
New +$18.9K ﹤0.01% 2230

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

MAI Capital Management's SNEX Position: Q1 2026 in Review

MAI Capital Management increased its StoneX (SNEX) stake by 33% in Q1 2026, buying an estimated $986 and bringing the position to 52 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

MAI Capital Management first reported a position in SNEX in Q4 2024 and has held it in 5 quarters since. The position peaked at $19.6K in Q4 2024. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • MAI Capital Management held 52 shares of StoneX worth $4.19K as of Q1 2026.
  • MAI Capital Management bought 13 StoneX shares in Q1 2026, an estimated $986.
  • StoneX made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3602 holding.
  • MAI Capital Management first reported a position in StoneX in Q4 2024 and has held it in 5 quarters since.
  • MAI Capital Management's StoneX position peaked at $19.6K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.