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Maridea Wealth Management’s StoneX SNEX Stock Holding History

Maridea Wealth 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 		$742K Buy
9,195
+2,100
+30% +$159K 0.11% 193
2025
Q4 		$450K Buy
7,095
+306
+5% +$19.2K 0.07% 268
2025
Q3 		$456K Buy
+6,789
New +$432K 0.07% 264

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

Maridea Wealth Management's SNEX Position: Q1 2026 in Review

Maridea Wealth Management increased its StoneX (SNEX) stake by 30% in Q1 2026, buying an estimated $159K and bringing the position to 9,195 shares worth $742K. The position accounts for 0.11% of the portfolio, ranked #193.

Maridea Wealth Management first reported a position in SNEX in Q3 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Maridea Wealth Management held 9,195 shares of StoneX worth $742K as of Q1 2026.
  • Maridea Wealth Management bought 2,100 StoneX shares in Q1 2026, an estimated $159K.
  • StoneX made up 0.11% of Maridea Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Maridea Wealth Management first reported a position in StoneX in Q3 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.