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Twin Peaks Wealth Advisors’s StoneX SNEX Stock Holding History

Twin Peaks Wealth 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 		$26K Buy
+483
New +$24.4K 0.01% 622
2025
Q3 		– Sell
-401
Closed -$16.5K – 1811
2025
Q2 		$16.5K Buy
+401
New +$15.1K 0.01% 671

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

Twin Peaks Wealth Advisors's SNEX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in StoneX (SNEX) in Q1 2026: 483 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SNEX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SNEX in Q2 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 483 shares of StoneX worth $26K as of Q1 2026.
  • StoneX was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • StoneX made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #622 holding.
  • Twin Peaks Wealth Advisors first reported a position in StoneX in Q2 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.