MFG
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Merit Financial Group’s StoneX SNEX Stock Holding History

Merit Financial Group’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 		$347K Sell
4,388
-502
-10% -$37.7K ﹤0.01% 1728
2026
Q1 		$263K Buy
+4,890
New +$247K ﹤0.01% 1740

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JBC
Jefferson Bridge Capital Nashville, Tennessee $115M AUM
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Merit Financial Group's SNEX Position: Q2 2026 in Review

Merit Financial Group reduced its StoneX (SNEX) stake by 10% in Q2 2026, selling an estimated $37.7K and leaving 4,388 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Merit Financial Group first reported a position in SNEX in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Merit Financial Group held 4,388 shares of StoneX worth $347K as of Q2 2026.
  • Merit Financial Group sold 502 StoneX shares in Q2 2026, an estimated $37.7K.
  • StoneX made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1728 holding.
  • Merit Financial Group first reported a position in StoneX in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.