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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
Q2 		– Sell
-78
Closed -$4.19K – 4341
2026
Q1 		$4.19K Buy
78
+19
+32% +$961 ﹤0.01% 3602
2025
Q4 		$2.47K Buy
59
+9
+18% +$377 ﹤0.01% 3359
2025
Q3 		$2.22K Sell
50
-24
-32% -$1.02K ﹤0.01% 3285
2025
Q2 		$3.01K Buy
+74
New +$2.78K ﹤0.01% 3280
2025
Q1 		– Sell
-675
Closed -$19.6K – 3565
2024
Q4 		$19.6K Buy
+675
New +$18.9K ﹤0.01% 2230

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

MAI Capital Management's SNEX Position: Q2 2026 in Review

MAI Capital Management sold out of StoneX (SNEX) in Q2 2026, closing a stake of 78 shares — an estimated $4.19K sold.

MAI Capital Management first reported a position in SNEX in Q4 2024 and held it in 5 quarters. The position peaked at $19.6K in Q4 2024. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • MAI Capital Management reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 78 StoneX shares in Q2 2026, an estimated $4.19K.
  • MAI Capital Management first reported a position in StoneX in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's StoneX position peaked at $19.6K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.