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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
Q2 		$594K Hold
7,524
– – 0.03% 147
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Oxford Financial Group's SNEX Position: Q2 2026 in Review

Oxford Financial Group held its StoneX (SNEX) position steady in Q2 2026 at 7,524 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #147.

Oxford Financial Group first reported a position in SNEX in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q2 2024. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Oxford Financial Group held 7,524 shares of StoneX worth $594K as of Q2 2026.
  • Oxford Financial Group left its StoneX share count unchanged in Q2 2026.
  • StoneX made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #147 holding.
  • Oxford Financial Group first reported a position in StoneX in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's StoneX position peaked at $1.07M in Q2 2024.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.