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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
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

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

Navellier & Associates's SNEX Position: Q2 2026 in Review

Navellier & Associates increased its StoneX (SNEX) stake by 17% in Q2 2026, buying an estimated $233K and bringing the position to 21,761 shares worth $1.72M. The position accounts for 0.14% of the portfolio, ranked #139.

Navellier & Associates first reported a position in SNEX in Q1 2015 and has held it in 14 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Navellier & Associates held 21,761 shares of StoneX worth $1.72M as of Q2 2026.
  • Navellier & Associates bought 3,101 StoneX shares in Q2 2026, an estimated $233K.
  • StoneX made up 0.14% of Navellier & Associates's portfolio in Q2 2026, its #139 holding.
  • Navellier & Associates first reported a position in StoneX in Q1 2015 and has held it in 14 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.