SAG
SNEX icon

SageView Advisory Group’s StoneX SNEX Stock Holding History

SageView Advisory 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
Q1 		– Sell
-34
Closed -$1.43K – 2148
2025
Q4 		$1.43K Buy
+34
New +$1.43K ﹤0.01% 2305
2024
Q2 		– Sell
-21,158
Closed -$485K – 742
2024
Q1 		$485K Buy
+21,158
New +$423K 0.02% 330

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

SageView Advisory Group's SNEX Position: Q1 2026 in Review

SageView Advisory Group sold out of StoneX (SNEX) in Q1 2026, closing a stake of 34 shares — an estimated $1.43K sold.

SageView Advisory Group first reported a position in SNEX in Q1 2024 and held it in 2 quarters. The position peaked at $485K in Q1 2024. 389 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • SageView Advisory Group reported no remaining StoneX position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 34 StoneX shares in Q1 2026, an estimated $1.43K.
  • SageView Advisory Group first reported a position in StoneX in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's StoneX position peaked at $485K in Q1 2024.
  • 389 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.