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Valued Wealth Advisors’s StoneX SNEX Stock Holding History

Valued Wealth Advisors’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 		$14.5K Buy
+183
New +$13.7K 0.01% 249

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JBC
Jefferson Bridge Capital Nashville, Tennessee $115M AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Valued Wealth Advisors's SNEX Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in StoneX (SNEX) in Q2 2026: 183 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

93 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Valued Wealth Advisors held 183 shares of StoneX worth $14.5K as of Q2 2026.
  • StoneX was a new Valued Wealth Advisors position in Q2 2026.
  • StoneX made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #249 holding.
  • 93 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.