Net Worth Advisory Group
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Net Worth Advisory Group’s StoneX SNEX Stock Holding History

Net Worth Advisory 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
Q3 		– Sell
-3,183
Closed -$251K – 464
2026
Q2 		$251K Buy
+3,183
New +$239K 0.06% 329

Other funds holding SNEX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Westwind Capital
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Aubrey Capital Management
Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM

Net Worth Advisory Group's SNEX Position: Q3 2026 in Review

Net Worth Advisory Group sold out of StoneX (SNEX) in Q3 2026, closing a stake of 3,183 shares — an estimated $251K sold.

Net Worth Advisory Group first reported a position in SNEX in Q2 2026 and held it in 1 quarter. The position peaked at $251K in Q2 2026. 59 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Net Worth Advisory Group reported no remaining StoneX position as of Q3 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 3,183 StoneX shares in Q3 2026, an estimated $251K.
  • Net Worth Advisory Group first reported a position in StoneX in Q2 2026 and held it in 1 quarter.
  • Net Worth Advisory Group's StoneX position peaked at $251K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.