Sawgrass Asset Management
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Sawgrass Asset Management’s StoneX SNEX Stock Holding History

Sawgrass Asset Management’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 		$304K Sell
4,696
-1,246
-21% -$88.5K 0.04% 150
2026
Q2 		$469K Sell
5,942
-3,369
-36% -$253K 0.06% 130
2026
Q1 		$501K Sell
9,311
-438
-4% -$22.1K 0.08% 127
2025
Q4 		$412K Sell
9,749
-909
-9% -$38.1K 0.05% 142
2025
Q3 		$478K Buy
10,658
+1,131
+12% +$48K 0.06% 132
2025
Q2 		$386K Sell
9,527
-1,068
-10% -$40.1K 0.04% 138
2025
Q1 		$360K Sell
10,595
-1,184
-10% -$39.7K 0.04% 139
2024
Q4 		$342K Buy
11,779
+1,046
+10% +$29.3K 0.04% 141
2024
Q3 		$260K Buy
10,733
+1,259
+13% +$29.7K 0.03% 162
2024
Q2 		$211K Buy
+9,474
New +$202K 0.02% 171
2024
Q1 		– Sell
-11,644
Closed -$255K – 206
2023
Q4 		$255K Sell
11,644
-445
-4% -$8.45K 0.03% 179
2023
Q3 		$231K Buy
+12,089
New +$222K 0.03% 180
2023
Q2 		– Sell
-14,216
Closed -$291K – 192
2023
Q1 		$291K Buy
+14,216
New +$271K 0.04% 148
2017
Q2 		– Sell
-45,942
Closed -$344K – 231
2017
Q1 		$344K Buy
+45,942
New +$341K 0.02% 157

Other funds holding SNEX

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
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Sawgrass Asset Management's SNEX Position: Q3 2026 in Review

Sawgrass Asset Management reduced its StoneX (SNEX) stake by 21% in Q3 2026, selling an estimated $88.5K and leaving 4,696 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #150.

Sawgrass Asset Management first reported a position in SNEX in Q1 2017 and has held it in 14 quarters since. The position peaked at $501K in Q1 2026. 248 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Sawgrass Asset Management held 4,696 shares of StoneX worth $304K as of Q3 2026.
  • Sawgrass Asset Management sold 1,246 StoneX shares in Q3 2026, an estimated $88.5K.
  • StoneX made up 0.04% of Sawgrass Asset Management's portfolio in Q3 2026, its #150 holding.
  • Sawgrass Asset Management first reported a position in StoneX in Q1 2017 and has held it in 14 quarters since.
  • Sawgrass Asset Management's StoneX position peaked at $501K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Sawgrass Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.