Wealth Enhancement Advisory Services’s StoneX SNEX Stock Holding History

Wealth Enhancement Advisory Services’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	$483K	Sell	14,772 -44	-0.3%	-$3.3K	﹤0.01%	2719
2026 Q1	$327K	Sell	14,816 -4,829	-25%	-$244K	﹤0.01%	2689
2025 Q4	$897K	Buy	19,645 +1,566	+9%	+$65.6K	﹤0.01%	2031
2025 Q3	$787K	Buy	18,079 +493	+3%	+$20.9K	﹤0.01%	2016
2025 Q2	$733K	Buy	17,586 +436	+3%	+$16.4K	﹤0.01%	1936
2025 Q1	$582K	Buy	17,150 +194	+1%	+$6.51K	﹤0.01%	1945
2024 Q4	$492K	Buy	16,956 +2,400	+16%	+$67.2K	﹤0.01%	2001
2024 Q3	$353K	Buy	14,556 +6	+0%	+$142	﹤0.01%	2062
2024 Q2	$325K	Buy	14,550 +189	+1%	+$4.03K	﹤0.01%	1928
2024 Q1	$299K	Buy	+14,361	New	+$287K	﹤0.01%	1922

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

Wealth Enhancement Advisory Services's SNEX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its StoneX (SNEX) stake by 0.3% in Q2 2026, selling an estimated $3.3K and leaving 14,772 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Wealth Enhancement Advisory Services first reported a position in SNEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $897K in Q4 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

Wealth Enhancement Advisory Services held 14,772 shares of StoneX worth $483K as of Q2 2026.
Wealth Enhancement Advisory Services sold 44 StoneX shares in Q2 2026, an estimated $3.3K.
StoneX made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2719 holding.
Wealth Enhancement Advisory Services first reported a position in StoneX in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's StoneX position peaked at $897K in Q4 2025.
471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.