PWPS
SNEX icon

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
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

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

Pinnacle Wealth Planning Services's SNEX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its StoneX (SNEX) stake by 1.4% in Q2 2026, buying an estimated $2.7K and bringing the position to 2,615 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #509.

Pinnacle Wealth Planning Services first reported a position in SNEX in Q4 2020 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,615 shares of StoneX worth $207K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 36 StoneX shares in Q2 2026, an estimated $2.7K.
  • StoneX made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #509 holding.
  • Pinnacle Wealth Planning Services first reported a position in StoneX in Q4 2020 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.