StackStone Wealth’s StoneX SNEX Stock Holding History

StackStone 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 Q3	$332K	Buy	+5,137	New	+$365K	0.03%	265

Other funds holding SNEX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Hiddenite Capital Partners New York $562M AUM 57.56% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

StackStone Wealth's SNEX Position: Q3 2026 in Review

StackStone Wealth opened a new position in StoneX (SNEX) in Q3 2026: 5,137 shares worth $332K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings.

128 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

StackStone Wealth held 5,137 shares of StoneX worth $332K as of Q3 2026.
StoneX was a new StackStone Wealth position in Q3 2026.
StoneX made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #265 holding.
128 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.