Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s StoneX SNEX Stock Holding History

Pinnacle Wealth Planning Services’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 		$168K Sell
2,598
-17
-0.7% -$1.21K 0.02% 575
2026
Q2 		$207K Buy
2,615
+36
+1% +$2.7K 0.02% 509
2026
Q1 		$139K Buy
2,579
+86
+3% +$4.35K 0.01% 630
2025
Q4 		$105K Buy
+2,493
New +$104K 0.01% 753
2021
Q1 		– Sell
-309
Closed -$4K – 1696
2020
Q4 		$4K Buy
+309
New +$3.49K ﹤0.01% 1754

Other funds holding SNEX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Hiddenite Capital Partners
Hiddenite Capital Partners New York $562M AUM 57.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's SNEX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its StoneX (SNEX) stake by 0.65% in Q3 2026, selling an estimated $1.21K and leaving 2,598 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #575.

Pinnacle Wealth Planning Services first reported a position in SNEX in Q4 2020 and has held it in 5 quarters since. The position peaked at $207K in Q2 2026. 163 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,598 shares of StoneX worth $168K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 17 StoneX shares in Q3 2026, an estimated $1.21K.
  • StoneX made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #575 holding.
  • Pinnacle Wealth Planning Services first reported a position in StoneX in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's StoneX position peaked at $207K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.