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True Link Financial Advisors’s StoneX SNEX Stock Holding History

True Link 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
Q1 		$5.65K Buy
+105
New +$5.31K ﹤0.01% 353

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

True Link Financial Advisors's SNEX Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in StoneX (SNEX) in Q1 2026: 105 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings.

385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • True Link Financial Advisors held 105 shares of StoneX worth $5.65K as of Q1 2026.
  • StoneX was a new True Link Financial Advisors position in Q1 2026.
  • StoneX made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #353 holding.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.