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Simplicity Wealth’s StoneX SNEX Stock Holding History

Simplicity Wealth’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 		$894K Sell
11,322
-7,028
-38% -$527K 0.03% 460
2026
Q1 		$987K Sell
18,350
-42
-0.2% -$2.12K 0.06% 301
2025
Q4 		$778K Sell
18,392
-567
-3% -$23.8K 0.05% 330
2025
Q3 		$850K Sell
18,959
-371
-2% -$15.7K 0.05% 332
2025
Q2 		$783K Buy
19,330
+122
+0.6% +$4.59K 0.03% 375
2025
Q1 		$652K Sell
19,208
-6,223
-24% -$209K 0.05% 302
2024
Q4 		$738K Buy
25,431
+88
+0.3% +$2.46K 0.15% 116
2024
Q3 		$615K Buy
25,343
+3,777
+18% +$89.1K 0.06% 262
2024
Q2 		$481K Sell
21,566
-21
-0.1% -$448 0.01% 776
2024
Q1 		$449K Buy
+21,587
New +$432K 0.01% 774

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

Simplicity Wealth's SNEX Position: Q2 2026 in Review

Simplicity Wealth reduced its StoneX (SNEX) stake by 38% in Q2 2026, selling an estimated $527K and leaving 11,322 shares worth $894K. The position accounts for 0.03% of the portfolio, ranked #460.

Simplicity Wealth first reported a position in SNEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $987K in Q1 2026. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Simplicity Wealth held 11,322 shares of StoneX worth $894K as of Q2 2026.
  • Simplicity Wealth sold 7,028 StoneX shares in Q2 2026, an estimated $527K.
  • StoneX made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #460 holding.
  • Simplicity Wealth first reported a position in StoneX in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's StoneX position peaked at $987K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.