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 Q3	$4.2K	Buy	65 +3	+5%	+$213	﹤0.01%	1217
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Physician Wealth Advisors's SNEX Position: Q3 2026 in Review

Physician Wealth Advisors increased its StoneX (SNEX) stake by 4.8% in Q3 2026, buying an estimated $213 and bringing the position to 65 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Physician Wealth Advisors first reported a position in SNEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.86K in Q2 2026. 243 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

Physician Wealth Advisors held 65 shares of StoneX worth $4.2K as of Q3 2026.
Physician Wealth Advisors bought 3 StoneX shares in Q3 2026, an estimated $213.
StoneX made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1217 holding.
Physician Wealth Advisors first reported a position in StoneX in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's StoneX position peaked at $4.86K in Q2 2026.
243 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.