True Wealth Design’s StoneX SNEX Stock Holding History

True Wealth Design’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 Q3	$1.23K	Sell	19 -1	-5%	-$71	﹤0.01%	1867
2026 Q2	$1.54K	Hold	20	–	–	﹤0.01%	1809
2026 Q1	$1.05K	Hold	20	–	–	﹤0.01%	1789
2025 Q4	$857	Sell	20 -3	-13%	-$126	﹤0.01%	1768
2025 Q3	$1.01K	Hold	23	–	–	﹤0.01%	1738
2025 Q2	$912	Hold	23	–	–	﹤0.01%	1510
2025 Q1	$764	Buy	+23	New	+$771	﹤0.01%	1376

Other funds holding SNEX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

ACM

Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

True Wealth Design's SNEX Position: Q3 2026 in Review

True Wealth Design reduced its StoneX (SNEX) stake by 5% in Q3 2026, selling an estimated $71 and leaving 19 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

True Wealth Design first reported a position in SNEX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.54K in Q2 2026. 59 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

True Wealth Design held 19 shares of StoneX worth $1.23K as of Q3 2026.
True Wealth Design sold 1 StoneX share in Q3 2026, an estimated $71.
StoneX made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1867 holding.
True Wealth Design first reported a position in StoneX in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's StoneX position peaked at $1.54K in Q2 2026.
59 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.