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Tucker Asset Management’s StoneX SNEX Stock Holding History

Tucker Asset Management’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 		– Sell
-682
Closed -$28.8K – 918
2025
Q4 		$28.8K Sell
682
-5,647
-89% -$237K 0.01% 399
2025
Q3 		$284K Buy
+6,329
New +$269K 0.09% 78
2023
Q2 		– Sell
-1,002
Closed -$20.5K – 1278
2023
Q1 		$20.5K Buy
+1,002
New +$19.1K 0.01% 403

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Tucker Asset Management's SNEX Position: Q1 2026 in Review

Tucker Asset Management sold out of StoneX (SNEX) in Q1 2026, closing a stake of 682 shares — an estimated $28.8K sold.

Tucker Asset Management first reported a position in SNEX in Q1 2023 and held it in 3 quarters. The position peaked at $284K in Q3 2025. 389 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Tucker Asset Management reported no remaining StoneX position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 682 StoneX shares in Q1 2026, an estimated $28.8K.
  • Tucker Asset Management first reported a position in StoneX in Q1 2023 and held it in 3 quarters.
  • Tucker Asset Management's StoneX position peaked at $284K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.