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Sheets Smith Wealth Management’s StoneX SNEX Stock Holding History

Sheets Smith Wealth 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
Q2 		$1.64M Buy
20,807
+366
+2% +$27.5K 0.16% 130
2026
Q1 		$1.1M Sell
20,441
-5
-0% -$253 0.12% 172
2025
Q4 		$864K Hold
20,446
– – 0.09% 197
2025
Q3 		$917K Buy
20,446
+641
+3% +$27.2K 0.1% 190
2025
Q2 		$802K Buy
19,805
+405
+2% +$15.2K 0.09% 203
2025
Q1 		$659K Buy
19,400
+854
+5% +$28.6K 0.08% 210
2024
Q4 		$538K Buy
18,546
+766
+4% +$21.4K 0.07% 254
2024
Q3 		$431K Buy
17,780
+85
+0.5% +$2K 0.05% 273
2024
Q2 		$395K Buy
17,695
+6,895
+64% +$147K 0.05% 278
2024
Q1 		$225K Buy
+10,800
New +$216K 0.03% 355

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 $3.37T 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
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

Sheets Smith Wealth Management's SNEX Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its StoneX (SNEX) stake by 1.8% in Q2 2026, buying an estimated $27.5K and bringing the position to 20,807 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #130.

Sheets Smith Wealth Management 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.

  • Sheets Smith Wealth Management held 20,807 shares of StoneX worth $1.64M as of Q2 2026.
  • Sheets Smith Wealth Management bought 366 StoneX shares in Q2 2026, an estimated $27.5K.
  • StoneX made up 0.16% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Sheets Smith Wealth Management 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 Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.