UBS Group
SNEX icon

UBS Group’s StoneX SNEX Stock Holding History

UBS Group’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
2017
Q4 		– Sell
-506,250
Closed -$3.83M – 8074
2017
Q3 		$3.83M Hold
506,250
– – ﹤0.01% 2485
2017
Q2 		$3.78M Hold
506,250
– – ﹤0.01% 2407
2017
Q1 		$3.8M Hold
506,250
– – ﹤0.01% 2334
2016
Q4 		$3.96M Buy
+506,250
New +$3.93M ﹤0.01% 2312

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

UBS Group's SNEX Position: Q2 2026 in Review

UBS Group reduced its StoneX (SNEX) stake by 25% in Q2 2026, selling an estimated $10.4M and leaving 422,151 shares worth $33.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

UBS Group first reported a position in SNEX in Q4 2014 and has held it in 47 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • UBS Group held 422,151 shares of StoneX worth $33.3M as of Q2 2026.
  • UBS Group sold 139,125 StoneX shares in Q2 2026, an estimated $10.4M.
  • StoneX made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2155 holding.
  • UBS Group first reported a position in StoneX in Q4 2014 and has held it in 47 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.