UB
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UMB Bank’s StoneX SNEX Stock Holding History

UMB Bank’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 		$52.3K Buy
662
+30
+5% +$2.25K ﹤0.01% 1311
2026
Q1 		$34K Buy
632
+2
+0.3% +$101 ﹤0.01% 1405
2025
Q4 		$26.6K Buy
630
+110
+21% +$4.61K ﹤0.01% 1460
2025
Q3 		$23.3K Buy
520
+99
+24% +$4.2K ﹤0.01% 1397
2025
Q2 		$17K Buy
421
+88
+26% +$3.31K ﹤0.01% 1431
2025
Q1 		$11.3K Buy
333
+114
+52% +$3.82K ﹤0.01% 1509
2024
Q4 		$6.37K Hold
219
– – ﹤0.01% 1620
2024
Q3 		$5.32K Buy
219
+104
+90% +$2.45K ﹤0.01% 1710
2024
Q2 		$2.56K Buy
115
+68
+145% +$1.45K ﹤0.01% 1677
2024
Q1 		$984 Buy
+47
New +$941 ﹤0.01% 1779

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

UMB Bank's SNEX Position: Q2 2026 in Review

UMB Bank increased its StoneX (SNEX) stake by 4.7% in Q2 2026, buying an estimated $2.25K and bringing the position to 662 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

UMB Bank first reported a position in SNEX in Q1 2024 and has held it in 10 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • UMB Bank held 662 shares of StoneX worth $52.3K as of Q2 2026.
  • UMB Bank bought 30 StoneX shares in Q2 2026, an estimated $2.25K.
  • StoneX made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1311 holding.
  • UMB Bank first reported a position in StoneX in Q1 2024 and has held it in 10 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.