Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s StoneX SNEX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$9.98M Sell
126,336
-21,720
-15% -$1.63M 0.02% 655
2026
Q1 		$7.96M Buy
148,056
+42,477
+40% +$2.15M 0.01% 687
2025
Q4 		$4.48M Buy
105,579
+25,398
+32% +$1.06M 0.01% 928
2025
Q3 		$3.6M Buy
80,181
+66,244
+475% +$2.81M 0.01% 1026
2025
Q2 		$565K Sell
13,937
-13,387
-49% -$503K ﹤0.01% 1652
2025
Q1 		$928K Buy
+27,324
New +$916K ﹤0.01% 1488

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's SNEX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its StoneX (SNEX) stake by 15% in Q2 2026, selling an estimated $1.63M and leaving 126,336 shares worth $9.98M. The position accounts for 0.02% of the portfolio, ranked #655.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SNEX in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 126,336 shares of StoneX worth $9.98M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 21,720 StoneX shares in Q2 2026, an estimated $1.63M.
  • StoneX made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #655 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in StoneX in Q1 2025 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.