Private Wealth Management Group’s StoneX SNEX Stock Holding History

Private Wealth Management 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 Q3	$171K	Buy	2,642 +2,346	+793%	+$167K	0.04%	126
2026 Q2	$23.3K	Hold	296	–	–	0.01%	344
2026 Q1	$15.9K	Sell	296 -1	-0.3%	-$51	﹤0.01%	389
2025 Q4	$12.6K	Hold	297	–	–	﹤0.01%	446
2025 Q3	$13.3K	Hold	297	–	–	﹤0.01%	436
2025 Q2	$12K	Hold	297	–	–	﹤0.01%	433
2025 Q1	$10.1K	Hold	297	–	–	﹤0.01%	469
2024 Q4	$8.62K	Hold	297	–	–	﹤0.01%	539
2024 Q3	$7.21K	Hold	297	–	–	﹤0.01%	580
2024 Q2	$6.63K	Hold	297	–	–	﹤0.01%	598
2024 Q1	$6.18K	Hold	297	–	–	﹤0.01%	558
2023 Q4	$6.5K	Buy	+297	New	+$5.64K	﹤0.01%	538

Other funds holding SNEX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Wealth Management Group's SNEX Position: Q3 2026 in Review

Private Wealth Management Group increased its StoneX (SNEX) stake by 793% in Q3 2026, buying an estimated $167K and bringing the position to 2,642 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #126.

Private Wealth Management Group first reported a position in SNEX in Q4 2023 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

Private Wealth Management Group held 2,642 shares of StoneX worth $171K as of Q3 2026.
Private Wealth Management Group bought 2,346 StoneX shares in Q3 2026, an estimated $167K.
StoneX made up 0.04% of Private Wealth Management Group's portfolio in Q3 2026, its #126 holding.
Private Wealth Management Group first reported a position in StoneX in Q4 2023 and has held it in 12 quarters since.
87 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.