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RAFFA WEALTH MANAGEMENT, LLC’s StoneX SNEX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$119 Hold
2
– – ﹤0.01% 1352
2026
Q1 		$81 Buy
+2
New +$101 ﹤0.01% 1327

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
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 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

RAFFA WEALTH MANAGEMENT, LLC's SNEX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its StoneX (SNEX) position steady in Q2 2026 at 2 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SNEX in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2 shares of StoneX worth $119 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its StoneX share count unchanged in Q2 2026.
  • StoneX made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1352 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in StoneX in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.