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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
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

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

Private Wealth Management Group's SNEX Position: Q2 2026 in Review

Private Wealth Management Group held its StoneX (SNEX) position steady in Q2 2026 at 296 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #344.

Private Wealth Management Group first reported a position in SNEX in Q4 2023 and has held it in 11 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Private Wealth Management Group held 296 shares of StoneX worth $23.3K as of Q2 2026.
  • Private Wealth Management Group left its StoneX share count unchanged in Q2 2026.
  • StoneX made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #344 holding.
  • Private Wealth Management Group first reported a position in StoneX in Q4 2023 and has held it in 11 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.