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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

NewEdge Advisors's SNEX Position: Q1 2026 in Review

NewEdge Advisors increased its StoneX (SNEX) stake by 47% in Q1 2026, buying an estimated $260K and bringing the position to 16,221 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

NewEdge Advisors first reported a position in SNEX in Q4 2022 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • NewEdge Advisors held 16,221 shares of StoneX worth $872K as of Q1 2026.
  • NewEdge Advisors bought 5,149 StoneX shares in Q1 2026, an estimated $260K.
  • StoneX made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1583 holding.
  • NewEdge Advisors first reported a position in StoneX in Q4 2022 and has held it in 7 quarters since.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.