SPIA
SNEX icon

Steward Partners Investment Advisory’s StoneX SNEX Stock Holding History

Steward Partners Investment Advisory’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 		$136K Buy
+1,727
New +$130K ﹤0.01% 2435
2025
Q4 		– Sell
-1,964
Closed -$88.1K – 4456
2025
Q3 		$88.1K Sell
1,964
-275
-12% -$11.7K ﹤0.01% 2299
2025
Q2 		$90.7K Sell
2,239
-580
-21% -$21.8K ﹤0.01% 2176
2025
Q1 		$95.7K Buy
2,819
+247
+10% +$8.28K ﹤0.01% 2039
2024
Q4 		$74.7K Buy
+2,572
New +$72K ﹤0.01% 2127

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's SNEX Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in StoneX (SNEX) in Q2 2026: 1,727 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #2435 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SNEX as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in SNEX in Q4 2024 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Steward Partners Investment Advisory held 1,727 shares of StoneX worth $136K as of Q2 2026.
  • StoneX was a new Steward Partners Investment Advisory position in Q2 2026.
  • StoneX made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2435 holding.
  • Steward Partners Investment Advisory first reported a position in StoneX in Q4 2024 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.