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Transamerica Financial Advisors’s StoneX SNEX Stock Holding History

Transamerica Financial Advisors’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 		$259K Buy
3,279
+751
+30% +$56.4K 0.02% 381
2026
Q1 		$136K Buy
2,528
+1,554
+160% +$78.6K 0.01% 463
2025
Q4 		$41.1K Buy
974
+630
+183% +$26.4K ﹤0.01% 571
2025
Q3 		$15.4K Buy
+344
New +$14.6K ﹤0.01% 647

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

Transamerica Financial Advisors's SNEX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its StoneX (SNEX) stake by 30% in Q2 2026, buying an estimated $56.4K and bringing the position to 3,279 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #381.

Transamerica Financial Advisors first reported a position in SNEX in Q3 2025 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Transamerica Financial Advisors held 3,279 shares of StoneX worth $259K as of Q2 2026.
  • Transamerica Financial Advisors bought 751 StoneX shares in Q2 2026, an estimated $56.4K.
  • StoneX made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #381 holding.
  • Transamerica Financial Advisors first reported a position in StoneX in Q3 2025 and has held it in 4 quarters since.
  • 470 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.