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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
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

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

Perpetual Ltd's SNEX Position: Q2 2026 in Review

Perpetual Ltd reduced its StoneX (SNEX) stake by 34% in Q2 2026, selling an estimated $12.5M and leaving 328,686 shares worth $26M. The position accounts for 0.37% of the portfolio, ranked #78.

Perpetual Ltd first reported a position in SNEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $64.7M in Q1 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Perpetual Ltd held 328,686 shares of StoneX worth $26M as of Q2 2026.
  • Perpetual Ltd sold 166,182 StoneX shares in Q2 2026, an estimated $12.5M.
  • StoneX made up 0.37% of Perpetual Ltd's portfolio in Q2 2026, its #78 holding.
  • Perpetual Ltd first reported a position in StoneX in Q1 2025 and has held it in 6 quarters since.
  • Perpetual Ltd's StoneX position peaked at $64.7M in Q1 2025.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.