Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.7M | Buy |
275,079
+5,854
| +2% | +$439K | ﹤0.01% | 905 |
|
|
2026
Q1 | $14.5M | Buy |
269,225
+95,149
| +55% | +$4.81M | ﹤0.01% | 1021 |
|
|
2025
Q4 | $7.36M | Buy |
174,076
+2,228
| +1% | +$93.4K | ﹤0.01% | 1269 |
|
|
2025
Q3 | $7.71M | Sell |
171,848
-196,243
| -53% | -$8.33M | ﹤0.01% | 1168 |
|
|
2025
Q2 | $14.9M | Buy |
368,091
+127,060
| +53% | +$4.78M | ﹤0.01% | 1163 |
|
|
2025
Q1 | $8.18M | Buy |
241,031
+7,980
| +3% | +$268K | ﹤0.01% | 1319 |
|
|
2024
Q4 | $6.77M | Buy |
233,051
+45,948
| +25% | +$1.29M | ﹤0.01% | 1454 |
|
|
2024
Q3 | $4.54M | Sell |
187,103
-27,777
| -13% | -$655K | ﹤0.01% | 1626 |
|
|
2024
Q2 | $4.79M | Buy |
214,880
+84,129
| +64% | +$1.79M | ﹤0.01% | 1513 |
|
|
2024
Q1 | $2.72M | Hold |
130,751
| – | – | ﹤0.01% | 1528 |
|
|
2023
Q4 | $2.86M | Buy |
130,751
+12,040
| +10% | +$229K | ﹤0.01% | 1507 |
|
|
2023
Q3 | $2.27M | Hold |
118,711
| – | – | ﹤0.01% | 1558 |
|
|
2023
Q2 | $2.43M | Hold |
118,711
| – | – | ﹤0.01% | 1561 |
|
|
2023
Q1 | $2.43M | Buy |
118,711
+3,519
| +3% | +$67K | ﹤0.01% | 1561 |
|
|
2022
Q4 | $2.17M | Hold |
115,192
| – | – | ﹤0.01% | 1493 |
|
|
2022
Q3 | $1.89M | Buy |
115,192
+3,949
| +4% | +$67.5K | ﹤0.01% | 1628 |
|
|
2022
Q2 | $1.72M | Hold |
111,243
| – | – | ﹤0.01% | 1685 |
|
|
2022
Q1 | $1.63M | Buy |
111,243
+22,826
| +26% | +$317K | ﹤0.01% | 1894 |
|
|
2021
Q4 | $1.07M | Hold |
88,417
| – | – | ﹤0.01% | 2179 |
|
|
2021
Q3 | $1.15M | Hold |
88,417
| – | – | ﹤0.01% | 2084 |
|
|
2021
Q2 | $1.06M | Buy |
88,417
+4,739
| +6% | +$61.2K | ﹤0.01% | 2178 |
|
|
2021
Q1 | $1.08M | Hold |
83,678
| – | – | ﹤0.01% | 2054 |
|
|
2020
Q4 | $957K | Hold |
83,678
| – | – | ﹤0.01% | 2014 |
|
|
2020
Q3 | $846K | Buy |
83,678
+32,607
| +64% | +$357K | ﹤0.01% | 1909 |
|
|
2020
Q2 | $555K | Sell |
51,071
-5,988
| -10% | -$51.9K | ﹤0.01% | 2074 |
|
|
2020
Q1 | $409K | Buy |
57,059
+27,504
| +93% | +$244K | ﹤0.01% | 2048 |
|
|
2019
Q4 | $285K | Buy |
29,555
+279
| +1% | +$2.31K | ﹤0.01% | 2382 |
|
|
2019
Q3 | $237K | Buy |
+29,276
| New | +$230K | ﹤0.01% | 2527 |
|
|
2018
Q4 | – | Sell |
-23,546
| Closed | -$225K | – | 2820 |
|
|
2018
Q3 | $225K | Hold |
23,546
| – | – | ﹤0.01% | 2399 |
|
|
2018
Q2 | $241K | Buy |
+23,546
| New | +$222K | ﹤0.01% | 2396 |
|
|
2016
Q4 | – | Sell |
-62,967
| Closed | -$483K | – | 2641 |
|
|
2016
Q3 | $483K | Hold |
62,967
| – | – | ﹤0.01% | 2001 |
|
|
2016
Q2 | $339K | Hold |
62,967
| – | – | ﹤0.01% | 2171 |
|
|
2016
Q1 | $332K | Hold |
62,967
| – | – | ﹤0.01% | 2156 |
|
|
2015
Q4 | $416K | Hold |
62,967
| – | – | ﹤0.01% | 2150 |
|
|
2015
Q3 | $307K | Hold |
62,967
| – | – | ﹤0.01% | 2275 |
|
|
2015
Q2 | $413K | Buy |
62,967
+1,518
| +2% | +$10.2K | ﹤0.01% | 2160 |
|
|
2015
Q1 | $361K | Buy |
61,449
+9,811
| +19% | +$47.1K | ﹤0.01% | 2150 |
|
|
2014
Q4 | $210K | Hold |
51,638
| – | – | ﹤0.01% | 2449 |
|
|
2014
Q3 | $177K | Hold |
51,638
| – | – | ﹤0.01% | 2417 |
|
|
2014
Q2 | $203K | Hold |
51,638
| – | – | ﹤0.01% | 2405 |
|
|
2014
Q1 | $192K | Buy |
+51,638
| New | +$187K | ﹤0.01% | 2430 |
|
Other funds holding SNEX
AC
UBS AM's SNEX Position: Q2 2026 in Review
UBS AM increased its StoneX (SNEX) stake by 2.2% in Q2 2026, buying an estimated $439K and bringing the position to 275,079 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #905.
UBS AM first reported a position in SNEX in Q1 2014 and has held it in 41 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.
- UBS AM held 275,079 shares of StoneX worth $21.7M as of Q2 2026.
- UBS AM bought 5,854 StoneX shares in Q2 2026, an estimated $439K.
- StoneX made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #905 holding.
- UBS AM first reported a position in StoneX in Q1 2014 and has held it in 41 quarters since.
- 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.