Simplex Trading
SNEX icon

Simplex Trading’s StoneX SNEX Stock Holding History

Simplex Trading’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 		$8.06K Sell
150
-75
-33% -$3.79K ﹤0.01% 7539
2025
Q4 		$9.51K Buy
+225
New +$9.43K ﹤0.01% 7017
2023
Q3 		– Sell
-2,025
Closed -$33K – 9740
2023
Q2 		$33K Sell
2,025
-506
-20% -$9.03K ﹤0.01% 6269
2023
Q1 		$51K Hold
2,531
– – ﹤0.01% 5908
2022
Q4 		$47K Sell
2,531
-507
-17% -$9.38K ﹤0.01% 5972
2022
Q3 		$49K Hold
3,038
– – ﹤0.01% 6486
2022
Q2 		$46K Buy
3,038
+2,025
+200% +$29.2K ﹤0.01% 6621
2022
Q1 		$14K Sell
1,013
-506
-33% -$7.04K ﹤0.01% 8607
2021
Q4 		$18K Sell
1,519
-3,037
-67% -$39.8K ﹤0.01% 8492
2021
Q3 		$55K Hold
4,556
– – ﹤0.01% 7413
2021
Q2 		$54K Buy
+4,556
New +$58.9K ﹤0.01% 7560
2021
Q1 		– Sell
-10
Closed -$11K – 9936
2020
Q4 		$11K Buy
+10
New +$113 ﹤0.01% 7365
2020
Q1 		– Sell
-5
Closed -$4K – 8216
2019
Q4 		$4K Sell
5
-86
-95% -$712 ﹤0.01% 6798
2019
Q3 		$73K Buy
91
+15
+20% +$118 ﹤0.01% 4664
2019
Q2 		$59K Sell
76
-390
-84% -$2.91K ﹤0.01% 4719
2019
Q1 		$356K Hold
466
– – ﹤0.01% 3020
2018
Q4 		$336K Buy
+466
New +$3.95K ﹤0.01% 2607
2017
Q2 		– Sell
-289
Closed -$43K – 6737
2017
Q1 		$43K Buy
+289
New +$2.14K ﹤0.01% 2517
2015
Q1 		– Sell
-10
Closed -$1K – 5540
2014
Q4 		$1K Buy
+10
New +$36 ﹤0.01% 4263

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

Simplex Trading's SNEX Position: Q1 2026 in Review

Simplex Trading increased its StoneX (SNEX) stake by 141% in Q1 2026, buying an estimated $263K and bringing the position to 8,893 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Simplex Trading first reported a position in SNEX in Q4 2014 and has held it in 25 quarters since. The position peaked at $557K in Q1 2019. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Simplex Trading held 8,893 shares of StoneX worth $478K as of Q1 2026.
  • Simplex Trading bought 5,210 StoneX shares in Q1 2026, an estimated $263K.
  • StoneX made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3317 holding.
  • Simplex Trading first reported a position in StoneX in Q4 2014 and has held it in 25 quarters since.
  • Simplex Trading's StoneX position peaked at $557K in Q1 2019.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.