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Smith Shellnut Wilson’s StoneX SNEX Stock Holding History

Smith Shellnut Wilson’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 		$588K Sell
7,449
-1,880
-20% -$141K 0.22% 76
2026
Q1 		$502K Hold
9,329
– – 0.22% 76
2025
Q4 		$394K Hold
9,329
– – 0.15% 93
2025
Q3 		$418K Buy
9,329
+135
+1% +$5.73K 0.16% 87
2025
Q2 		$372K Hold
9,194
– – 0.16% 88
2025
Q1 		$312K Hold
9,194
– – 0.14% 106
2024
Q4 		$267K Buy
9,194
+203
+2% +$5.68K 0.12% 118
2024
Q3 		$218K Buy
+8,991
New +$212K 0.1% 140

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

Smith Shellnut Wilson's SNEX Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its StoneX (SNEX) stake by 20% in Q2 2026, selling an estimated $141K and leaving 7,449 shares worth $588K. The position accounts for 0.22% of the portfolio, ranked #76.

Smith Shellnut Wilson first reported a position in SNEX in Q3 2024 and has held it in 8 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Smith Shellnut Wilson held 7,449 shares of StoneX worth $588K as of Q2 2026.
  • Smith Shellnut Wilson sold 1,880 StoneX shares in Q2 2026, an estimated $141K.
  • StoneX made up 0.22% of Smith Shellnut Wilson's portfolio in Q2 2026, its #76 holding.
  • Smith Shellnut Wilson first reported a position in StoneX in Q3 2024 and has held it in 8 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.