PMFA
SNEX icon

Plante Moran Financial Advisors’s StoneX SNEX Stock Holding History

Plante Moran Financial 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 		$1.78K Buy
+23
New +$1.73K ﹤0.01% 762
2026
Q1 		– Sell
-585
Closed -$24.7K – 852
2025
Q4 		$24.7K Buy
+585
New +$24.5K ﹤0.01% 417

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

Plante Moran Financial Advisors's SNEX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in StoneX (SNEX) in Q2 2026: 23 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SNEX as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in SNEX in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.7K in Q4 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Plante Moran Financial Advisors held 23 shares of StoneX worth $1.78K as of Q2 2026.
  • StoneX was a new Plante Moran Financial Advisors position in Q2 2026.
  • StoneX made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #762 holding.
  • Plante Moran Financial Advisors first reported a position in StoneX in Q4 2025 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's StoneX position peaked at $24.7K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.