USA Financial Formulas
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USA Financial Formulas’s StoneX SNEX Stock Holding History

USA Financial Formulas’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
Q3 		$38.2K Buy
591
+373
+171% +$26.5K 0.01% 272
2026
Q2 		$17.2K Buy
+218
New +$16.4K ﹤0.01% 339
2025
Q4 		– Sell
-2,428
Closed -$109K – 467
2025
Q3 		$109K Sell
2,428
-796
-25% -$33.8K 0.02% 192
2025
Q2 		$131K Buy
3,224
+4
+0.1% +$150 0.02% 165
2025
Q1 		$109K Sell
3,220
-1,225
-28% -$41.1K 0.02% 173
2024
Q4 		$129K Buy
+4,445
New +$124K 0.02% 196
2023
Q4 		– Sell
-4,025
Closed -$77.1K – 519
2023
Q3 		$77.1K Hold
4,025
– – 0.12% 173
2023
Q2 		$66K Sell
4,025
-187
-4% -$3.34K 0.1% 144
2023
Q1 		$86.1K Buy
+4,212
New +$80.2K 0.14% 90
2022
Q3 		$231K Buy
+14,079
New +$241K 0.36% 50
2015
Q3 		– Sell
-48,084
Closed -$316K – 186
2015
Q2 		$316K Buy
+48,084
New +$322K 0.1% 175

Other funds holding SNEX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Westwind Capital
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

USA Financial Formulas's SNEX Position: Q3 2026 in Review

USA Financial Formulas increased its StoneX (SNEX) stake by 171% in Q3 2026, buying an estimated $26.5K and bringing the position to 591 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #272.

USA Financial Formulas first reported a position in SNEX in Q2 2015 and has held it in 11 quarters since. The position peaked at $316K in Q2 2015. 75 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • USA Financial Formulas held 591 shares of StoneX worth $38.2K as of Q3 2026.
  • USA Financial Formulas bought 373 StoneX shares in Q3 2026, an estimated $26.5K.
  • StoneX made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #272 holding.
  • USA Financial Formulas first reported a position in StoneX in Q2 2015 and has held it in 11 quarters since.
  • USA Financial Formulas's StoneX position peaked at $316K in Q2 2015.
  • 75 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.