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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

UBS Group's SNEX Position: Q3 2026 in Review

UBS Group reduced its StoneX (SNEX) stake by 25% in Q3 2026, selling an estimated $7.54M and leaving 316,032 shares worth $20.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

UBS Group first reported a position in SNEX in Q4 2014 and has held it in 48 quarters since. The position peaked at $33.3M in Q2 2026. 270 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • UBS Group held 316,032 shares of StoneX worth $20.4M as of Q3 2026.
  • UBS Group sold 106,119 StoneX shares in Q3 2026, an estimated $7.54M.
  • StoneX made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2640 holding.
  • UBS Group first reported a position in StoneX in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's StoneX position peaked at $33.3M in Q2 2026.
  • 270 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.