Oxford Financial Group’s StoneX SNEX Stock Holding History

Oxford Financial Group’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	$405K	Sell	7,524 -90	-1%	-$4.55K	0.02%	181
2025 Q4	$322K	Sell	7,614 -1,879	-20%	-$78.7K	0.02%	186
2025 Q3	$426K	Hold	9,493	–	–	0.02%	158
2025 Q2	$385K	Buy	9,493 +225	+2%	+$8.46K	0.02%	154
2025 Q1	$315K	Buy	+9,268	New	+$311K	0.02%	171
2024 Q4	–	Sell	-38,823	Closed	-$942K	–	320
2024 Q3	$942K	Sell	38,823 -9,048	-19%	-$213K	0.06%	94
2024 Q2	$1.07M	Sell	47,871 -7	-0%	-$149	0.07%	89
2024 Q1	$997K	Buy	47,878 +24	+0.1%	+$480	0.07%	81
2023 Q4	$1.05M	Sell	47,854 -2	-0%	-$38	0.08%	81
2023 Q3	$916K	Hold	47,856	–	–	0.08%	81
2023 Q2	$785K	Hold	47,856	–	–	0.07%	93
2023 Q1	$979K	Hold	47,856	–	–	0.11%	66
2022 Q4	$901K	Hold	47,856	–	–	0.1%	75
2022 Q3	$784K	Hold	47,856	–	–	0.12%	74
2022 Q2	$738K	Hold	47,856	–	–	0.11%	82
2022 Q1	$702K	Hold	47,856	–	–	0.09%	96
2021 Q4	$579K	Hold	47,856	–	–	0.07%	111
2021 Q3	$623K	Hold	47,856	–	–	0.08%	97
2021 Q2	$574K	Hold	47,856	–	–	0.08%	104
2021 Q1	$618K	Hold	47,856	–	–	0.09%	94
2020 Q4	$547K	Hold	47,856	–	–	0.08%	96
2020 Q3	$484K	Hold	47,856	–	–	0.08%	93
2020 Q2	$520K	Hold	47,856	–	–	0.09%	91
2020 Q1	$343K	Buy	+47,856	New	+$425K	0.07%	108

Other funds holding SNEX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Oxford Financial Group's SNEX Position: Q1 2026 in Review

Oxford Financial Group reduced its StoneX (SNEX) stake by 1.2% in Q1 2026, selling an estimated $4.55K and leaving 7,524 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #181.

Oxford Financial Group first reported a position in SNEX in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q2 2024. 386 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

Oxford Financial Group held 7,524 shares of StoneX worth $405K as of Q1 2026.
Oxford Financial Group sold 90 StoneX shares in Q1 2026, an estimated $4.55K.
StoneX made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #181 holding.
Oxford Financial Group first reported a position in StoneX in Q1 2020 and has held it in 24 quarters since.
Oxford Financial Group's StoneX position peaked at $1.07M in Q2 2024.
386 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.