SWMG LLC’s StoneX SNEX Stock Holding History

SWMG LLC’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	–	Sell	-5,444	Closed	-$293K	–	127
2026 Q1	$293K	Sell	5,444 -3	-0.1%	-$152	0.08%	92
2025 Q4	$292K	Sell	5,447 -241	-4%	-$10.1K	0.08%	97
2025 Q3	$252K	Buy	5,688 +83	+1%	+$3.52K	0.08%	98
2025 Q2	$236K	Buy	+5,605	New	+$211K	0.08%	112

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

SWMG LLC's SNEX Position: Q2 2026 in Review

SWMG LLC sold out of StoneX (SNEX) in Q2 2026, closing a stake of 5,444 shares — an estimated $293K sold.

SWMG LLC first reported a position in SNEX in Q2 2025 and held it in 4 quarters. The position peaked at $293K in Q1 2026. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

SWMG LLC reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
SWMG LLC sold 5,444 StoneX shares in Q2 2026, an estimated $293K.
SWMG LLC first reported a position in StoneX in Q2 2025 and held it in 4 quarters.
SWMG LLC's StoneX position peaked at $293K in Q1 2026.
471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.