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Trek Financial’s StoneX SNEX Stock Holding History

Trek 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 		$1.52M Buy
+19,197
New +$1.44M 0.08% 202

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

Trek Financial's SNEX Position: Q2 2026 in Review

Trek Financial opened a new position in StoneX (SNEX) in Q2 2026: 19,197 shares worth $1.52M. The stake represents 0.08% of the portfolio and ranks #202 among its holdings.

471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Trek Financial held 19,197 shares of StoneX worth $1.52M as of Q2 2026.
  • StoneX was a new Trek Financial position in Q2 2026.
  • StoneX made up 0.08% of Trek Financial's portfolio in Q2 2026, its #202 holding.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

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