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Summit Global Investments’s StoneX SNEX Stock Holding History

Summit Global Investments’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 		$1.43M Buy
18,065
+12,185
+207% +$914K 0.08% 134
2026
Q1 		$316K Buy
5,880
+1
+0% +$51 0.02% 408
2025
Q4 		$249K Buy
+5,879
New +$246K 0.01% 435
2021
Q3 		– Sell
-28,284
Closed -$339K – 555
2021
Q2 		$339K Hold
28,284
– – 0.02% 436
2021
Q1 		$365K Buy
+28,284
New +$341K 0.02% 418

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

Summit Global Investments's SNEX Position: Q2 2026 in Review

Summit Global Investments increased its StoneX (SNEX) stake by 207% in Q2 2026, buying an estimated $914K and bringing the position to 18,065 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #134.

Summit Global Investments first reported a position in SNEX in Q1 2021 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Summit Global Investments held 18,065 shares of StoneX worth $1.43M as of Q2 2026.
  • Summit Global Investments bought 12,185 StoneX shares in Q2 2026, an estimated $914K.
  • StoneX made up 0.08% of Summit Global Investments's portfolio in Q2 2026, its #134 holding.
  • Summit Global Investments first reported a position in StoneX in Q1 2021 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.