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Sequoia Financial Advisors’s StoneX SNEX Stock Holding History

Sequoia Financial Advisors’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 		$690K Buy
8,739
+198
+2% +$14.9K ﹤0.01% 1124
2026
Q1 		$459K Sell
8,541
-1,305
-13% -$66K ﹤0.01% 1318
2025
Q4 		$416K Buy
9,846
+2,335
+31% +$97.9K ﹤0.01% 1381
2025
Q3 		$337K Buy
7,511
+86
+1% +$3.65K ﹤0.01% 1338
2025
Q2 		$301K Buy
7,425
+34
+0.5% +$1.28K ﹤0.01% 1262
2025
Q1 		$251K Buy
+7,391
New +$248K ﹤0.01% 1150

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

Sequoia Financial Advisors's SNEX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its StoneX (SNEX) stake by 2.3% in Q2 2026, buying an estimated $14.9K and bringing the position to 8,739 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Sequoia Financial Advisors first reported a position in SNEX in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Sequoia Financial Advisors held 8,739 shares of StoneX worth $690K as of Q2 2026.
  • Sequoia Financial Advisors bought 198 StoneX shares in Q2 2026, an estimated $14.9K.
  • StoneX made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1124 holding.
  • Sequoia Financial Advisors first reported a position in StoneX in Q1 2025 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.