Stifel Financial
SNEX icon

Stifel Financial’s StoneX SNEX Stock Holding History

Stifel Financial’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 		$1.55M Sell
19,683
-4,241
-18% -$318K ﹤0.01% 2265
2026
Q1 		$1.29M Sell
23,924
-1,670
-7% -$84.4K ﹤0.01% 2278
2025
Q4 		$1.08M Buy
25,594
+788
+3% +$33K ﹤0.01% 2392
2025
Q3 		$1.11M Sell
24,806
-833
-3% -$35.4K ﹤0.01% 2335
2025
Q2 		$1.04M Buy
25,639
+2,129
+9% +$80K ﹤0.01% 2307
2025
Q1 		$798K Buy
+23,510
New +$789K ﹤0.01% 2378
2021
Q2 		– Sell
-218,052
Closed -$2.82M – 3382
2021
Q1 		$2.82M Buy
+218,052
New +$2.63M ﹤0.01% 1303

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

Stifel Financial's SNEX Position: Q2 2026 in Review

Stifel Financial reduced its StoneX (SNEX) stake by 18% in Q2 2026, selling an estimated $318K and leaving 19,683 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Stifel Financial first reported a position in SNEX in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.82M in Q1 2021. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Stifel Financial held 19,683 shares of StoneX worth $1.55M as of Q2 2026.
  • Stifel Financial sold 4,241 StoneX shares in Q2 2026, an estimated $318K.
  • StoneX made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2265 holding.
  • Stifel Financial first reported a position in StoneX in Q1 2021 and has held it in 7 quarters since.
  • Stifel Financial's StoneX position peaked at $2.82M in Q1 2021.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.