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Wealth Preservation Advisors’s StoneX SNEX Stock Holding History

Wealth Preservation 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 		– Sell
-417
Closed -$22.4K – 819
2026
Q1 		$22.4K Buy
417
+212
+103% +$10.7K 0.02% 299
2025
Q4 		$8.66K Hold
205
– – ﹤0.01% 312
2025
Q3 		$9.18K Hold
205
– – 0.01% 301
2025
Q2 		$8.29K Hold
205
– – 0.01% 312
2025
Q1 		$6.95K Buy
+205
New +$6.88K 0.01% 345

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of StoneX (SNEX) in Q2 2026, closing a stake of 417 shares — an estimated $22.4K sold.

Wealth Preservation Advisors first reported a position in SNEX in Q1 2025 and held it in 5 quarters. The position peaked at $22.4K in Q1 2026. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining StoneX position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 417 StoneX shares in Q2 2026, an estimated $22.4K.
  • Wealth Preservation Advisors first reported a position in StoneX in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's StoneX position peaked at $22.4K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.