Root Financial Partners
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
Q3 		$31K Buy
+480
New +$34.1K ﹤0.01% 1325
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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's SNEX Position: Q3 2026 in Review

Root Financial Partners opened a new position in StoneX (SNEX) in Q3 2026: 480 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SNEX as recently as Q1 2026.

Root Financial Partners first reported a position in SNEX in Q3 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Root Financial Partners held 480 shares of StoneX worth $31K as of Q3 2026.
  • StoneX was a new Root Financial Partners position in Q3 2026.
  • StoneX made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1325 holding.
  • Root Financial Partners first reported a position in StoneX in Q3 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.