RFP
SNEX icon

Root Financial Partners’s StoneX SNEX Stock Holding History

Root Financial Partners’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 		– Sell
-449
Closed -$24.1K – 2757
2026
Q1 		$24.1K Buy
449
+89
+25% +$4.5K ﹤0.01% 1216
2025
Q4 		$15.2K Buy
360
+27
+8% +$1.13K ﹤0.01% 1310
2025
Q3 		$14.9K Buy
+333
New +$14.1K ﹤0.01% 1267

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JBC
Jefferson Bridge Capital Nashville, Tennessee $115M AUM

Root Financial Partners's SNEX Position: Q2 2026 in Review

Root Financial Partners sold out of StoneX (SNEX) in Q2 2026, closing a stake of 449 shares — an estimated $24.1K sold.

Root Financial Partners first reported a position in SNEX in Q3 2025 and held it in 3 quarters. The position peaked at $24.1K in Q1 2026. 121 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Root Financial Partners reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 449 StoneX shares in Q2 2026, an estimated $24.1K.
  • Root Financial Partners first reported a position in StoneX in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's StoneX position peaked at $24.1K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.