Principal Financial Group
SNEX icon

Principal Financial Group’s StoneX SNEX Stock Holding History

Principal Financial Group’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 		$53.5M Buy
677,814
+17,005
+3% +$1.28M 0.03% 505
2026
Q1 		$35.5M Buy
660,809
+4,122
+0.6% +$208K 0.02% 601
2025
Q4 		$27.8M Buy
656,687
+50,375
+8% +$2.11M 0.01% 702
2025
Q3 		$27.2M Buy
606,312
+7,369
+1% +$313K 0.01% 694
2025
Q2 		$24.3M Buy
598,943
+47,362
+9% +$1.78M 0.01% 745
2025
Q1 		$18.7M Buy
551,581
+23,326
+4% +$782K 0.01% 875
2024
Q4 		$15.3M Buy
528,255
+23,888
+5% +$669K 0.01% 1034
2024
Q3 		$12.2M Buy
504,367
+49,896
+11% +$1.18M 0.01% 1149
2024
Q2 		$10.1M Sell
454,471
-21,175
-4% -$452K 0.01% 1254
2024
Q1 		$9.9M Sell
475,646
-311,036
-40% -$6.22M 0.01% 1312
2023
Q4 		$17.2M Sell
786,682
-744,208
-49% -$14.1M 0.01% 971
2023
Q3 		$29.3M Sell
1,530,890
-19,111
-1% -$351K 0.02% 597
2023
Q2 		$25.4M Sell
1,550,001
-9,978
-0.6% -$178K 0.02% 701
2023
Q1 		$31.9M Sell
1,559,979
-121,971
-7% -$2.32M 0.02% 599
2022
Q4 		$31.7M Sell
1,681,950
-75,598
-4% -$1.4M 0.02% 567
2022
Q3 		$28.8M Buy
1,757,548
+267,912
+18% +$4.58M 0.02% 560
2022
Q2 		$23M Buy
1,489,636
+916,880
+160% +$13.2M 0.02% 725
2022
Q1 		$8.4M Buy
572,756
+4,364
+0.8% +$60.7K 0.01% 1475
2021
Q4 		$6.88M Sell
568,392
-13,846
-2% -$181K ﹤0.01% 1555
2021
Q3 		$7.58M Sell
582,238
-1,706
-0.3% -$21.9K ﹤0.01% 1527
2021
Q2 		$7M Buy
583,944
+9,781
+2% +$126K ﹤0.01% 1600
2021
Q1 		$7.42M Buy
574,163
+7,573
+1% +$91.3K 0.01% 1525
2020
Q4 		$6.48M Sell
566,590
-24,963
-4% -$282K ﹤0.01% 1466
2020
Q3 		$5.98M Sell
591,553
-26,943
-4% -$295K 0.01% 1374
2020
Q2 		$6.72M Sell
618,496
-7,978
-1% -$69.2K 0.01% 1288
2020
Q1 		$4.49M Sell
626,474
-25,039
-4% -$222K 0.01% 1320
2019
Q4 		$6.28M Buy
651,513
+1,093
+0.2% +$9.04K 0.01% 1457
2019
Q3 		$5.28M Sell
650,420
-1,949
-0.3% -$15.3K ﹤0.01% 1494
2019
Q2 		$5.1M Buy
652,369
+395
+0.1% +$2.95K ﹤0.01% 1518
2019
Q1 		$4.99M Sell
651,974
-775
-0.1% -$6.12K ﹤0.01% 1543
2018
Q4 		$4.72M Buy
652,749
+3,564
+0.5% +$30.2K 0.01% 1522
2018
Q3 		$6.2M Buy
649,185
+31,180
+5% +$332K 0.01% 1535
2018
Q2 		$6.31M Buy
618,005
+11,072
+2% +$104K 0.01% 1519
2018
Q1 		$5.12M Buy
606,933
+18,331
+3% +$154K ﹤0.01% 1552
2017
Q4 		$4.95M Sell
588,602
-4,586
-0.8% -$37.7K ﹤0.01% 1567
2017
Q3 		$4.49M Buy
593,188
+12,499
+2% +$91.5K ﹤0.01% 1587
2017
Q2 		$4.33M Sell
580,689
-27,778
-5% -$200K ﹤0.01% 1596
2017
Q1 		$4.56M Buy
608,467
+26,538
+5% +$197K 0.01% 1560
2016
Q4 		$4.55M Buy
581,929
+35,650
+7% +$277K 0.01% 1547
2016
Q3 		$4.19M Buy
546,279
+10,322
+2% +$68.3K 0.01% 1518
2016
Q2 		$2.89M Buy
535,957
+182
+0% +$968 ﹤0.01% 1584
2016
Q1 		$2.83M Buy
535,775
+22,392
+4% +$121K ﹤0.01% 1548
2015
Q4 		$3.39M Buy
+513,383
New +$3.27M 0.01% 1517

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

Principal Financial Group's SNEX Position: Q2 2026 in Review

Principal Financial Group increased its StoneX (SNEX) stake by 2.6% in Q2 2026, buying an estimated $1.28M and bringing the position to 677,814 shares worth $53.5M. The position accounts for 0.03% of the portfolio, ranked #505.

Principal Financial Group first reported a position in SNEX in Q4 2015 and has held it in 43 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Principal Financial Group held 677,814 shares of StoneX worth $53.5M as of Q2 2026.
  • Principal Financial Group bought 17,005 StoneX shares in Q2 2026, an estimated $1.28M.
  • StoneX made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #505 holding.
  • Principal Financial Group first reported a position in StoneX in Q4 2015 and has held it in 43 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.