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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
Q1 		$501K Sell
9,310
-439
-5% -$22.2K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Sawgrass Asset Management's SNEX Position: Q1 2026 in Review

Sawgrass Asset Management reduced its StoneX (SNEX) stake by 4.5% in Q1 2026, selling an estimated $22.2K and leaving 9,310 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #127.

Sawgrass Asset Management first reported a position in SNEX in Q1 2017 and has held it in 12 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Sawgrass Asset Management held 9,310 shares of StoneX worth $501K as of Q1 2026.
  • Sawgrass Asset Management sold 439 StoneX shares in Q1 2026, an estimated $22.2K.
  • StoneX made up 0.08% of Sawgrass Asset Management's portfolio in Q1 2026, its #127 holding.
  • Sawgrass Asset Management first reported a position in StoneX in Q1 2017 and has held it in 12 quarters since.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.