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Principal Securities’s StoneX SNEX Stock Holding History

Principal Securities’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 		$536K Buy
+6,779
New +$509K 0.01% 1044
2025
Q4 		– Sell
-644
Closed -$28.9K – 3202
2025
Q3 		$28.9K Buy
644
+153
+31% +$6.49K ﹤0.01% 2236
2025
Q2 		$19.9K Buy
+491
New +$18.5K ﹤0.01% 2323
2024
Q1 		– Sell
-209
Closed -$4.58K – 3381
2023
Q4 		$4.58K Buy
+209
New +$3.97K ﹤0.01% 2560

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 Securities's SNEX Position: Q2 2026 in Review

Principal Securities opened a new position in StoneX (SNEX) in Q2 2026: 6,779 shares worth $536K. The stake represents 0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Principal Securities previously reported a position in SNEX as recently as Q3 2025.

Principal Securities first reported a position in SNEX in Q4 2023 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Principal Securities held 6,779 shares of StoneX worth $536K as of Q2 2026.
  • StoneX was a new Principal Securities position in Q2 2026.
  • StoneX made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1044 holding.
  • Principal Securities first reported a position in StoneX in Q4 2023 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

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