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Rothschild Investment LLC’s StoneX SNEX Stock Holding History

Rothschild Investment LLC’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 		$14.5K Buy
183
+39
+27% +$2.93K ﹤0.01% 1690
2026
Q1 		$7.74K Buy
144
+2
+1% +$101 ﹤0.01% 1826
2025
Q4 		$5.99K Sell
142
-25
-15% -$1.05K ﹤0.01% 1795
2025
Q3 		$7.47K Sell
167
-38
-19% -$1.61K ﹤0.01% 1550
2025
Q2 		$8.29K Buy
205
+72
+54% +$2.71K ﹤0.01% 1289
2025
Q1 		$4.51K Buy
133
+15
+13% +$503 ﹤0.01% 1488
2024
Q4 		$3.43K Buy
118
+17
+17% +$476 ﹤0.01% 1505
2024
Q3 		$2.46K Buy
101
+67
+197% +$1.58K ﹤0.01% 1620
2024
Q2 		$753 Buy
34
+17
+100% +$363 ﹤0.01% 1818
2024
Q1 		$351 Buy
+17
New +$340 ﹤0.01% 1492

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's SNEX Position: Q2 2026 in Review

Rothschild Investment LLC increased its StoneX (SNEX) stake by 27% in Q2 2026, buying an estimated $2.93K and bringing the position to 183 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Rothschild Investment LLC first reported a position in SNEX in Q1 2024 and has held it in 10 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Rothschild Investment LLC held 183 shares of StoneX worth $14.5K as of Q2 2026.
  • Rothschild Investment LLC bought 39 StoneX shares in Q2 2026, an estimated $2.93K.
  • StoneX made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1690 holding.
  • Rothschild Investment LLC first reported a position in StoneX in Q1 2024 and has held it in 10 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.