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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
Q2 		– Sell
-483
Closed -$26K – 1891
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 $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

Twin Peaks Wealth Advisors's SNEX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of StoneX (SNEX) in Q2 2026, closing a stake of 483 shares — an estimated $26K sold.

Twin Peaks Wealth Advisors first reported a position in SNEX in Q2 2025 and held it in 2 quarters. The position peaked at $26K in Q1 2026. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 483 StoneX shares in Q2 2026, an estimated $26K.
  • Twin Peaks Wealth Advisors first reported a position in StoneX in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's StoneX position peaked at $26K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.