NAM
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NorthCrest Asset Manangement’s StoneX SNEX Stock Holding History

NorthCrest Asset Manangement’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 		$677K Sell
8,276
-733
-8% -$55K 0.02% 478
2026
Q1 		$507K Sell
9,009
-16
-0.2% -$809 0.02% 470
2025
Q4 		$408K Buy
+9,025
New +$378K 0.01% 599

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

NorthCrest Asset Manangement's SNEX Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its StoneX (SNEX) stake by 8.1% in Q2 2026, selling an estimated $55K and leaving 8,276 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #478.

NorthCrest Asset Manangement first reported a position in SNEX in Q4 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • NorthCrest Asset Manangement held 8,276 shares of StoneX worth $677K as of Q2 2026.
  • NorthCrest Asset Manangement sold 733 StoneX shares in Q2 2026, an estimated $55K.
  • StoneX made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #478 holding.
  • NorthCrest Asset Manangement first reported a position in StoneX in Q4 2025 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.