Punch & Associates Investment Management’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $76.1M | Sell |
1,415,368
-177,261
| -11% | -$8.96M | 4.39% | 1 |
|
|
2025
Q4 | $67.3M | Sell |
1,592,629
-6,790
| -0.4% | -$285K | 3.93% | 1 |
|
|
2025
Q3 | $71.7M | Sell |
1,599,419
-35,040
| -2% | -$1.49M | 4.16% | 1 |
|
|
2025
Q2 | $66.2M | Sell |
1,634,459
-263,470
| -14% | -$9.9M | 4.07% | 1 |
|
|
2025
Q1 | $64.4M | Sell |
1,897,929
-720,318
| -28% | -$24.2M | 4.22% | 1 |
|
|
2024
Q4 | $76M | Sell |
2,618,247
-134,440
| -5% | -$3.76M | 4.15% | 1 |
|
|
2024
Q3 | $66.8M | Buy |
2,752,687
+23,861
| +0.9% | +$563K | 3.68% | 1 |
|
|
2024
Q2 | $60.9M | Sell |
2,728,826
-76,525
| -3% | -$1.63M | 3.56% | 1 |
|
|
2024
Q1 | $58.4M | Buy |
2,805,351
+6,042
| +0.2% | +$121K | 3.32% | 1 |
|
|
2023
Q4 | $61.2M | Buy |
2,799,309
+72,540
| +3% | +$1.38M | 3.58% | 1 |
|
|
2023
Q3 | $52.2M | Buy |
2,726,769
+142,717
| +6% | +$2.62M | 3.34% | 1 |
|
|
2023
Q2 | $42.4M | Buy |
2,584,052
+81,815
| +3% | +$1.46M | 2.58% | 2 |
|
|
2023
Q1 | $51.2M | Sell |
2,502,237
-36,587
| -1% | -$696K | 3.3% | 1 |
|
|
2022
Q4 | $47.8M | Sell |
2,538,824
-221,889
| -8% | -$4.1M | 3.09% | 1 |
|
|
2022
Q3 | $45.2M | Sell |
2,760,713
-185,282
| -6% | -$3.17M | 3.16% | 1 |
|
|
2022
Q2 | $45.4M | Sell |
2,945,995
-109,801
| -4% | -$1.59M | 3.18% | 1 |
|
|
2022
Q1 | $44.8M | Buy |
3,055,796
+10,105
| +0.3% | +$141K | 2.55% | 3 |
|
|
2021
Q4 | $36.8M | Buy |
3,045,691
+22,665
| +0.7% | +$297K | 1.93% | 5 |
|
|
2021
Q3 | $39.4M | Buy |
3,023,026
+19,333
| +0.6% | +$249K | 2.25% | 3 |
|
|
2021
Q2 | $36M | Sell |
3,003,693
-89,201
| -3% | -$1.15M | 2.03% | 3 |
|
|
2021
Q1 | $39.9M | Buy |
3,092,894
+87,703
| +3% | +$1.06M | 2.4% | 2 |
|
|
2020
Q4 | $34.4M | Sell |
3,005,191
-215,860
| -7% | -$2.44M | 2.4% | 2 |
|
|
2020
Q3 | $32.6M | Sell |
3,221,051
-5,128
| -0.2% | -$56.1K | 2.79% | 2 |
|
|
2020
Q2 | $35M | Sell |
3,226,179
-171,199
| -5% | -$1.48M | 3.17% | 1 |
|
|
2020
Q1 | $24.3M | Sell |
3,397,378
-224,664
| -6% | -$1.99M | 2.9% | 2 |
|
|
2019
Q4 | $34.9M | Buy |
3,622,042
+529,290
| +17% | +$4.38M | 2.75% | 2 |
|
|
2019
Q3 | $25.1M | Buy |
3,092,752
+46,443
| +2% | +$364K | 2.08% | 3 |
|
|
2019
Q2 | $23.8M | Buy |
3,046,309
+17,213
| +0.6% | +$128K | 1.98% | 3 |
|
|
2019
Q1 | $23.2M | Buy |
3,029,096
+41,517
| +1% | +$328K | 1.98% | 3 |
|
|
2018
Q4 | $21.6M | Buy |
2,987,579
+304,601
| +11% | +$2.58M | 2.07% | 2 |
|
|
2018
Q3 | $25.6M | Buy |
2,682,978
+101
| +0% | +$1.08K | 2.03% | 3 |
|
|
2018
Q2 | $27.4M | Sell |
2,682,877
-71,457
| -3% | -$672K | 2.26% | 3 |
|
|
2018
Q1 | $23.2M | Sell |
2,754,334
-6,318
| -0.2% | -$53.1K | 2.05% | 3 |
|
|
2017
Q4 | $23.2M | Buy |
2,760,652
+1,200
| +0% | +$9.87K | 2.01% | 2 |
|
|
2017
Q3 | $20.9M | Buy |
2,759,452
+56,021
| +2% | +$410K | 1.85% | 2 |
|
|
2017
Q2 | $20.2M | Buy |
2,703,431
+12,429
| +0.5% | +$89.3K | 1.89% | 2 |
|
|
2017
Q1 | $20.2M | Buy |
2,691,002
+456,926
| +20% | +$3.39M | 1.94% | 2 |
|
|
2016
Q4 | $17.5M | Sell |
2,234,076
-1,630
| -0.1% | -$12.6K | 1.74% | 4 |
|
|
2016
Q3 | $17.2M | Sell |
2,235,706
-100,714
| -4% | -$666K | 1.84% | 3 |
|
|
2016
Q2 | $12.6M | Buy |
2,336,420
+291,615
| +14% | +$1.55M | 1.46% | 9 |
|
|
2016
Q1 | $10.8M | Buy |
2,044,805
+108,748
| +6% | +$586K | 1.31% | 9 |
|
|
2015
Q4 | $12.8M | Buy |
1,936,057
+54,599
| +3% | +$348K | 1.55% | 5 |
|
|
2015
Q3 | $9.18M | Buy |
1,881,458
+128,259
| +7% | +$719K | 1.26% | 11 |
|
|
2015
Q2 | $11.5M | Sell |
1,753,199
-387,737
| -18% | -$2.6M | 1.45% | 7 |
|
|
2015
Q1 | $12.6M | Sell |
2,140,936
-665,122
| -24% | -$3.19M | 1.57% | 7 |
|
|
2014
Q4 | $11.4M | Buy |
2,806,058
+69,012
| +3% | +$246K | 1.47% | 6 |
|
|
2014
Q3 | $9.36M | Buy |
2,737,046
+10,135
| +0.4% | +$38.2K | 1.31% | 7 |
|
|
2014
Q2 | $10.7M | Sell |
2,726,911
-15,390
| -0.6% | -$57.4K | 1.44% | 7 |
|
|
2014
Q1 | $10.2M | Sell |
2,742,301
-65,549
| -2% | -$238K | 1.39% | 10 |
|
|
2013
Q4 | $10.3M | Buy |
2,807,850
+262,648
| +10% | +$1.05M | 1.38% | 9 |
|
|
2013
Q3 | $10.3M | Buy |
2,545,202
+20,326
| +0.8% | +$77K | 1.6% | 4 |
|
|
2013
Q2 | $8.7M | Buy |
+2,524,876
| New | +$8.58M | 1.53% | 4 |
|
Other funds holding SNEX
VPM
VCM
AC
Punch & Associates Investment Management's SNEX Position: Q1 2026 in Review
Punch & Associates Investment Management reduced its StoneX (SNEX) stake by 11% in Q1 2026, selling an estimated $8.96M and leaving 1,415,368 shares worth $76.1M. The position accounts for 4.39% of the portfolio, ranked #1.
Punch & Associates Investment Management first reported a position in SNEX in Q2 2013 and has held it in 52 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.
- Punch & Associates Investment Management held 1,415,368 shares of StoneX worth $76.1M as of Q1 2026.
- Punch & Associates Investment Management sold 177,261 StoneX shares in Q1 2026, an estimated $8.96M.
- StoneX made up 4.39% of Punch & Associates Investment Management's portfolio in Q1 2026, its #1 holding.
- Punch & Associates Investment Management first reported a position in StoneX in Q2 2013 and has held it in 52 quarters since.
- 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.
Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.