MFWM
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Motley Fool Wealth Management’s StoneX SNEX Stock Holding History

Motley Fool 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
Q2 		$364K Sell
4,602
-259,797
-98% -$19.5M 5.52% 6
2026
Q1 		$14.2M Sell
264,399
-92,262
-26% -$4.67M 1.61% 18
2025
Q4 		$15.1M Sell
356,661
-56,313
-14% -$2.36M 1.17% 21
2025
Q3 		$18.5M Sell
412,974
-49,887
-11% -$2.12M 1.26% 20
2025
Q2 		$18.7M Sell
462,861
-49,088
-10% -$1.85M 1.13% 24
2025
Q1 		$17.4M Sell
511,949
-46,063
-8% -$1.54M 1.03% 24
2024
Q4 		$16.3M Sell
558,012
-17,459
-3% -$489K 0.84% 32
2024
Q3 		$14M Sell
575,471
-8,634
-1% -$204K 0.7% 52
2024
Q2 		$13M Buy
584,105
+23,389
+4% +$499K 0.66% 52
2024
Q1 		$11.7M Sell
560,716
-4,310
-0.8% -$86.3K 0.6% 57
2023
Q4 		$12.3M Buy
565,026
+47,451
+9% +$901K 0.65% 52
2023
Q3 		$9.89M Sell
517,575
-1,812
-0.3% -$33.3K 0.57% 57
2023
Q2 		$8.52M Buy
519,387
+363,943
+234% +$6.49M 0.5% 62
2023
Q1 		$3.18M Buy
+155,444
New +$2.96M 0.2% 91

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 $3.38T AUM 44.17% 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

Motley Fool Wealth Management's SNEX Position: Q2 2026 in Review

Motley Fool Wealth Management reduced its StoneX (SNEX) stake by 98% in Q2 2026, selling an estimated $19.5M and leaving 4,602 shares worth $364K. The position accounts for 5.52% of the portfolio, ranked #6.

Motley Fool Wealth Management first reported a position in SNEX in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.7M in Q2 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Motley Fool Wealth Management held 4,602 shares of StoneX worth $364K as of Q2 2026.
  • Motley Fool Wealth Management sold 259,797 StoneX shares in Q2 2026, an estimated $19.5M.
  • StoneX made up 5.52% of Motley Fool Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Motley Fool Wealth Management first reported a position in StoneX in Q1 2023 and has held it in 14 quarters since.
  • Motley Fool Wealth Management's StoneX position peaked at $18.7M in Q2 2025.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.