Sound Income Strategies’s StoneX SNEX Stock Holding History

Sound Income Strategies’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	–	Sell	-378	Closed	-$20.4K	–	2111
2026 Q1	$20.4K	Hold	378	–	–	﹤0.01%	1172
2025 Q4	$18.2K	Buy	+378	New	+$15.8K	﹤0.01%	1190

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sound Income Strategies's SNEX Position: Q2 2026 in Review

Sound Income Strategies sold out of StoneX (SNEX) in Q2 2026, closing a stake of 378 shares — an estimated $20.4K sold.

Sound Income Strategies first reported a position in SNEX in Q4 2025 and held it in 2 quarters. The position peaked at $20.4K in Q1 2026. 372 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

Sound Income Strategies reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 378 StoneX shares in Q2 2026, an estimated $20.4K.
Sound Income Strategies first reported a position in StoneX in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's StoneX position peaked at $20.4K in Q1 2026.
372 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.