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Perpetual Ltd’s StoneX SNEX Stock Holding History

Perpetual Ltd’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
Q3 		$20.9M Sell
323,178
-5,508
-2% -$391K 0.32% 81
2026
Q2 		$26M Sell
328,686
-166,182
-34% -$12.5M 0.37% 78
2026
Q1 		$26.6M Sell
494,868
-114,626
-19% -$5.8M 0.41% 67
2025
Q4 		$25.8M Sell
609,494
-217,887
-26% -$9.13M 0.37% 73
2025
Q3 		$37.1M Sell
827,381
-624,432
-43% -$26.5M 0.46% 63
2025
Q2 		$58.8M Sell
1,451,813
-453,496
-24% -$17M 0.69% 41
2025
Q1 		$64.7M Buy
+1,905,309
New +$63.9M 0.78% 40

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Perpetual Ltd's SNEX Position: Q3 2026 in Review

Perpetual Ltd reduced its StoneX (SNEX) stake by 1.7% in Q3 2026, selling an estimated $391K and leaving 323,178 shares worth $20.9M. The position accounts for 0.32% of the portfolio, ranked #81.

Perpetual Ltd first reported a position in SNEX in Q1 2025 and has held it in 7 quarters since. The position peaked at $64.7M in Q1 2025. 24 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Perpetual Ltd held 323,178 shares of StoneX worth $20.9M as of Q3 2026.
  • Perpetual Ltd sold 5,508 StoneX shares in Q3 2026, an estimated $391K.
  • StoneX made up 0.32% of Perpetual Ltd's portfolio in Q3 2026, its #81 holding.
  • Perpetual Ltd first reported a position in StoneX in Q1 2025 and has held it in 7 quarters since.
  • Perpetual Ltd's StoneX position peaked at $64.7M in Q1 2025.
  • 24 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.