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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

USA Financial Formulas's SNEX Position: Q2 2026 in Review

USA Financial Formulas opened a new position in StoneX (SNEX) in Q2 2026: 218 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in SNEX as recently as Q3 2025.

USA Financial Formulas first reported a position in SNEX in Q2 2015 and has held it in 10 quarters since. The position peaked at $316K in Q2 2015. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

USA Financial Formulas held 218 shares of StoneX worth $17.2K as of Q2 2026.
StoneX was a new USA Financial Formulas position in Q2 2026.
StoneX made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #339 holding.
USA Financial Formulas first reported a position in StoneX in Q2 2015 and has held it in 10 quarters since.
USA Financial Formulas's StoneX position peaked at $316K in Q2 2015.
472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.