Navellier & Associates
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Navellier & Associates’s StoneX SNEX Stock Holding History

Navellier & Associates’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
Q3 		$1.37M Sell
21,245
-516
-2% -$36.6K 0.11% 155
2026
Q2 		$1.72M Buy
21,761
+3,101
+17% +$233K 0.14% 139
2026
Q1 		$1M Buy
18,660
+214
+1% +$10.8K 0.1% 149
2025
Q4 		$780K Sell
18,446
-5,604
-23% -$235K 0.09% 170
2025
Q3 		$1.08M Buy
24,050
+3,881
+19% +$165K 0.11% 170
2025
Q2 		$817K Sell
20,169
-158
-0.8% -$5.94K 0.1% 160
2025
Q1 		$835K Sell
20,327
-6,055
-23% -$203K 0.12% 153
2024
Q4 		$766K Buy
26,382
+5,713
+28% +$160K 0.09% 198
2024
Q3 		$501K Sell
20,669
-5,744
-22% -$135K 0.07% 220
2024
Q2 		$589K Sell
26,413
-594
-2% -$12.7K 0.07% 220
2024
Q1 		$562K Buy
+27,007
New +$540K 0.07% 220
2016
Q1 		– Sell
-95,023
Closed -$628K – 288
2015
Q4 		$628K Sell
95,023
-10,211
-10% -$65.1K 0.07% 108
2015
Q3 		$513K Sell
105,234
-238
-0.2% -$1.33K 0.05% 155
2015
Q2 		$693K Buy
105,472
+8,348
+9% +$55.9K 0.06% 155
2015
Q1 		$570K Buy
+97,124
New +$466K 0.05% 183

Other funds holding SNEX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Navellier & Associates's SNEX Position: Q3 2026 in Review

Navellier & Associates reduced its StoneX (SNEX) stake by 2.4% in Q3 2026, selling an estimated $36.6K and leaving 21,245 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #155.

Navellier & Associates first reported a position in SNEX in Q1 2015 and has held it in 15 quarters since. The position peaked at $1.72M in Q2 2026. 323 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Navellier & Associates held 21,245 shares of StoneX worth $1.37M as of Q3 2026.
  • Navellier & Associates sold 516 StoneX shares in Q3 2026, an estimated $36.6K.
  • StoneX made up 0.11% of Navellier & Associates's portfolio in Q3 2026, its #155 holding.
  • Navellier & Associates first reported a position in StoneX in Q1 2015 and has held it in 15 quarters since.
  • Navellier & Associates's StoneX position peaked at $1.72M in Q2 2026.
  • 323 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Navellier & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.