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Physician Wealth Advisors’s StoneX SNEX Stock Holding History

Physician Wealth Advisors’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 		$4.86K Sell
62
-3
-5% -$225 ﹤0.01% 1114
2026
Q1 		$3.47K Hold
65
– – ﹤0.01% 1122
2025
Q4 		$2.76K Hold
65
– – ﹤0.01% 1161
2025
Q3 		$2.93K Hold
65
– – ﹤0.01% 1074
2025
Q2 		$2.64K Buy
+65
New +$2.44K ﹤0.01% 958

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

Physician Wealth Advisors's SNEX Position: Q2 2026 in Review

Physician Wealth Advisors reduced its StoneX (SNEX) stake by 4.6% in Q2 2026, selling an estimated $225 and leaving 62 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Physician Wealth Advisors first reported a position in SNEX in Q2 2025 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Physician Wealth Advisors held 62 shares of StoneX worth $4.86K as of Q2 2026.
  • Physician Wealth Advisors sold 3 StoneX shares in Q2 2026, an estimated $225.
  • StoneX made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1114 holding.
  • Physician Wealth Advisors first reported a position in StoneX in Q2 2025 and has held it in 5 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.