Wedmont Private Capital’s StoneX SNEX Stock Holding History

Wedmont Private Capital’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 Q3	–	Sell	-2,652	Closed	-$208K	–	1078
2026 Q2	$208K	Buy	+2,652	New	+$199K	0.01%	902

Other funds holding SNEX

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedmont Private Capital's SNEX Position: Q3 2026 in Review

Wedmont Private Capital sold out of StoneX (SNEX) in Q3 2026, closing a stake of 2,652 shares — an estimated $208K sold.

Wedmont Private Capital first reported a position in SNEX in Q2 2026 and held it in 1 quarter. The position peaked at $208K in Q2 2026. 13 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

Wedmont Private Capital reported no remaining StoneX position as of Q3 2026 after selling out during the quarter.
Wedmont Private Capital sold 2,652 StoneX shares in Q3 2026, an estimated $208K.
Wedmont Private Capital first reported a position in StoneX in Q2 2026 and held it in 1 quarter.
Wedmont Private Capital's StoneX position peaked at $208K in Q2 2026.
13 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.