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SummerHaven Investment Management’s StoneX SNEX Stock Holding History

SummerHaven Investment Management’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 		$1.39M Sell
17,568
-2
-0% -$150 0.74% 22
2026
Q1 		$945K Sell
17,570
-2,259
-11% -$114K 0.58% 57
2025
Q4 		$838K Hold
19,829
– – 0.48% 109
2025
Q3 		$889K Sell
19,829
-15,325
-44% -$650K 0.52% 77
2025
Q2 		$1.42M Buy
35,154
+398
+1% +$15K 0.93% 9
2025
Q1 		$1.18M Buy
34,756
+442
+1% +$14.8K 0.82% 8
2024
Q4 		$996K Hold
34,314
– – 0.61% 38
2024
Q3 		$832K Sell
34,314
-8,545
-20% -$202K 0.51% 103
2024
Q2 		$956K Buy
42,859
+671
+2% +$14.3K 0.63% 52
2024
Q1 		$878K Buy
42,188
+476
+1% +$9.53K 0.55% 79
2023
Q4 		$912K Buy
41,712
+544
+1% +$10.3K 0.59% 52
2023
Q3 		$788K Sell
41,168
-3,529
-8% -$64.8K 0.58% 39
2023
Q2 		$734K Sell
44,697
-5,908
-12% -$105K 0.47% 101
2023
Q1 		$1.03M Buy
50,605
+886
+2% +$16.9K 0.6% 43
2022
Q4 		$936K Buy
49,719
+598
+1% +$11.1K 0.56% 52
2022
Q3 		$805K Buy
+49,121
New +$840K 0.56% 43

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

SummerHaven Investment Management's SNEX Position: Q2 2026 in Review

SummerHaven Investment Management reduced its StoneX (SNEX) stake by 0.01% in Q2 2026, selling an estimated $150 and leaving 17,568 shares worth $1.39M. The position accounts for 0.74% of the portfolio, ranked #22.

SummerHaven Investment Management first reported a position in SNEX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.42M in Q2 2025. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • SummerHaven Investment Management held 17,568 shares of StoneX worth $1.39M as of Q2 2026.
  • SummerHaven Investment Management sold 2 StoneX shares in Q2 2026, an estimated $150.
  • StoneX made up 0.74% of SummerHaven Investment Management's portfolio in Q2 2026, its #22 holding.
  • SummerHaven Investment Management first reported a position in StoneX in Q3 2022 and has held it in 16 quarters since.
  • SummerHaven Investment Management's StoneX position peaked at $1.42M in Q2 2025.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.