OP Asset Management’s StoneX SNEX Stock Holding History

OP Asset Management’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	$8.94M	Sell	113,138 -17,556	-13%	-$1.32M	0.1%	160
2026 Q1	$7.03M	Buy	130,694 +52,988	+68%	+$2.68M	0.07%	190
2025 Q4	$3.29M	Sell	77,706 -48,753	-39%	-$2.04M	0.04%	320
2025 Q3	$5.67M	Buy	126,459 +20,594	+19%	+$874K	0.07%	218
2025 Q2	$4.29M	Buy	105,865 +2,858	+3%	+$107K	0.06%	262
2025 Q1	$3.5M	Buy	+103,007	New	+$3.45M	0.06%	279

Other funds holding SNEX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JBC

Jefferson Bridge Capital Nashville, Tennessee $115M AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

OP Asset Management's SNEX Position: Q2 2026 in Review

OP Asset Management reduced its StoneX (SNEX) stake by 13% in Q2 2026, selling an estimated $1.32M and leaving 113,138 shares worth $8.94M. The position accounts for 0.1% of the portfolio, ranked #160.

OP Asset Management first reported a position in SNEX in Q1 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

OP Asset Management held 113,138 shares of StoneX worth $8.94M as of Q2 2026.
OP Asset Management sold 17,556 StoneX shares in Q2 2026, an estimated $1.32M.
StoneX made up 0.1% of OP Asset Management's portfolio in Q2 2026, its #160 holding.
OP Asset Management first reported a position in StoneX in Q1 2025 and has held it in 6 quarters since.
111 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.