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NewEdge Advisors’s StoneX SNEX Stock Holding History

NewEdge Advisors’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 		$573K Sell
7,251
-8,970
-55% -$673K ﹤0.01% 2055
2026
Q1 		$872K Buy
16,221
+5,149
+47% +$260K ﹤0.01% 1583
2025
Q4 		$468K Sell
11,072
-678
-6% -$28.4K ﹤0.01% 2014
2025
Q3 		$527K Buy
+11,750
New +$499K ﹤0.01% 1773
2025
Q2 		– Sell
-13,230
Closed -$449K – 4141
2025
Q1 		$449K Buy
+13,230
New +$444K ﹤0.01% 1643
2023
Q3 		– Sell
-324
Closed -$5.32K – 3639
2023
Q2 		$5.32K Sell
324
-329
-50% -$5.87K ﹤0.01% 2791
2023
Q1 		$13.4K Sell
653
-4,237
-87% -$80.6K ﹤0.01% 2484
2022
Q4 		$79.8K Buy
+4,890
New +$90.5K ﹤0.01% 1528

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

NewEdge Advisors's SNEX Position: Q2 2026 in Review

NewEdge Advisors reduced its StoneX (SNEX) stake by 55% in Q2 2026, selling an estimated $673K and leaving 7,251 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

NewEdge Advisors first reported a position in SNEX in Q4 2022 and has held it in 8 quarters since. The position peaked at $872K in Q1 2026. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • NewEdge Advisors held 7,251 shares of StoneX worth $573K as of Q2 2026.
  • NewEdge Advisors sold 8,970 StoneX shares in Q2 2026, an estimated $673K.
  • StoneX made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2055 holding.
  • NewEdge Advisors first reported a position in StoneX in Q4 2022 and has held it in 8 quarters since.
  • NewEdge Advisors's StoneX position peaked at $872K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.