Nisa Investment Advisors
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Nisa Investment Advisors’s StoneX SNEX Stock Holding History

Nisa Investment 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 		$187K Buy
2,367
+1,075
+83% +$80.7K ﹤0.01% 1274
2026
Q1 		$69.4K Buy
1,292
+140
+12% +$7.08K ﹤0.01% 1550
2025
Q4 		$48.7K Sell
1,152
-225
-16% -$9.43K ﹤0.01% 1628
2025
Q3 		$61.8K Buy
1,377
+358
+35% +$15.2K ﹤0.01% 1571
2025
Q2 		$41.3K Buy
1,019
+945
+1,277% +$35.5K ﹤0.01% 1645
2025
Q1 		$2.52K Hold
74
– – ﹤0.01% 2407
2024
Q4 		$2.15K Hold
74
– – ﹤0.01% 2464
2024
Q3 		$1.8K Hold
74
– – ﹤0.01% 2422
2024
Q2 		$1.66K Hold
74
– – ﹤0.01% 2407
2024
Q1 		$1.55K Hold
74
– – ﹤0.01% 2283
2023
Q4 		$1.62K Buy
74
+18
+32% +$342 ﹤0.01% 2204
2023
Q3 		$1.07K Hold
56
– – ﹤0.01% 2391
2023
Q2 		$914 Hold
56
– – ﹤0.01% 2448
2023
Q1 		$1K Hold
56
– – ﹤0.01% 2451
2022
Q4 		$1K Hold
56
– – ﹤0.01% 2502
2022
Q3 		$1K Buy
+56
New +$958 ﹤0.01% 2505

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nisa Investment Advisors's SNEX Position: Q2 2026 in Review

Nisa Investment Advisors increased its StoneX (SNEX) stake by 83% in Q2 2026, buying an estimated $80.7K and bringing the position to 2,367 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Nisa Investment Advisors first reported a position in SNEX in Q3 2022 and has held it in 16 quarters since. 238 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Nisa Investment Advisors held 2,367 shares of StoneX worth $187K as of Q2 2026.
  • Nisa Investment Advisors bought 1,075 StoneX shares in Q2 2026, an estimated $80.7K.
  • StoneX made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1274 holding.
  • Nisa Investment Advisors first reported a position in StoneX in Q3 2022 and has held it in 16 quarters since.
  • 238 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.