Wellington Management Group’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.38M | Buy |
+17,448
| New | +$1.31M | ﹤0.01% | 1696 |
|
|
2025
Q3 | – | Sell |
-310,523
| Closed | -$12.6M | – | 2094 |
|
|
2025
Q2 | $12.6M | Sell |
310,523
-138,613
| -31% | -$5.21M | ﹤0.01% | 1138 |
|
|
2025
Q1 | $15.2M | Sell |
449,136
-139,444
| -24% | -$4.68M | ﹤0.01% | 1062 |
|
|
2024
Q4 | $17.1M | Sell |
588,580
-312,272
| -35% | -$8.74M | ﹤0.01% | 1025 |
|
|
2024
Q3 | $21.9M | Sell |
900,852
-14,873
| -2% | -$351K | ﹤0.01% | 929 |
|
|
2024
Q2 | $20.4M | Sell |
915,725
-48
| -0% | -$1.02K | ﹤0.01% | 953 |
|
|
2024
Q1 | $19.1M | Buy |
915,773
+64,800
| +8% | +$1.3M | ﹤0.01% | 959 |
|
|
2023
Q4 | $18.6M | Sell |
850,973
-33,643
| -4% | -$639K | ﹤0.01% | 957 |
|
|
2023
Q3 | $16.9M | Sell |
884,616
-41
| -0% | -$753 | ﹤0.01% | 971 |
|
|
2023
Q2 | $14.5M | Buy |
884,657
+20,397
| +2% | +$364K | ﹤0.01% | 1018 |
|
|
2023
Q1 | $17.7M | Buy |
864,260
+41,006
| +5% | +$780K | ﹤0.01% | 968 |
|
|
2022
Q4 | $15.5M | Sell |
823,254
-110,919
| -12% | -$2.05M | ﹤0.01% | 977 |
|
|
2022
Q3 | $15.3M | Sell |
934,173
-230,020
| -20% | -$3.93M | ﹤0.01% | 991 |
|
|
2022
Q2 | $18M | Sell |
1,164,193
-124,659
| -10% | -$1.8M | ﹤0.01% | 965 |
|
|
2022
Q1 | $18.9M | Sell |
1,288,852
-75,937
| -6% | -$1.06M | ﹤0.01% | 1032 |
|
|
2021
Q4 | $16.5M | Sell |
1,364,789
-89,475
| -6% | -$1.17M | ﹤0.01% | 1124 |
|
|
2021
Q3 | $18.9M | Sell |
1,454,264
-3,037
| -0.2% | -$39.1K | ﹤0.01% | 1105 |
|
|
2021
Q2 | $17.5M | Sell |
1,457,301
-63,768
| -4% | -$824K | ﹤0.01% | 1123 |
|
|
2021
Q1 | $19.6M | Sell |
1,521,069
-272,524
| -15% | -$3.29M | ﹤0.01% | 1081 |
|
|
2020
Q4 | $20.5M | Sell |
1,793,593
-95,600
| -5% | -$1.08M | ﹤0.01% | 1029 |
|
|
2020
Q3 | $19.1M | Sell |
1,889,193
-112,368
| -6% | -$1.23M | ﹤0.01% | 963 |
|
|
2020
Q2 | $21.7M | Sell |
2,001,561
-104,793
| -5% | -$909K | ﹤0.01% | 907 |
|
|
2020
Q1 | $15.1M | Sell |
2,106,354
-43,032
| -2% | -$382K | ﹤0.01% | 945 |
|
|
2019
Q4 | $20.7M | Sell |
2,149,386
-210,686
| -9% | -$1.74M | ﹤0.01% | 975 |
|
|
2019
Q3 | $19.1M | Sell |
2,360,072
-181,328
| -7% | -$1.42M | ﹤0.01% | 977 |
|
|
2019
Q2 | $19.9M | Sell |
2,541,400
-150,382
| -6% | -$1.12M | ﹤0.01% | 1010 |
|
|
2019
Q1 | $20.6M | Buy |
2,691,782
+298,920
| +12% | +$2.36M | ﹤0.01% | 1008 |
|
|
2018
Q4 | $17.3M | Sell |
2,392,862
-53,586
| -2% | -$454K | ﹤0.01% | 1033 |
|
|
2018
Q3 | $23.4M | Sell |
2,446,448
-871,494
| -26% | -$9.28M | ﹤0.01% | 1030 |
|
|
2018
Q2 | $33.9M | Sell |
3,317,942
-36,951
| -1% | -$348K | 0.01% | 910 |
|
|
2018
Q1 | $28.3M | Sell |
3,354,893
-123,439
| -4% | -$1.04M | 0.01% | 953 |
|
|
2017
Q4 | $29.2M | Sell |
3,478,332
-173,685
| -5% | -$1.43M | 0.01% | 947 |
|
|
2017
Q3 | $27.6M | Sell |
3,652,017
-159,155
| -4% | -$1.16M | 0.01% | 938 |
|
|
2017
Q2 | $28.4M | Buy |
3,811,172
+161,565
| +4% | +$1.16M | 0.01% | 907 |
|
|
2017
Q1 | $27.4M | Sell |
3,649,607
-96,435
| -3% | -$715K | 0.01% | 927 |
|
|
2016
Q4 | $29.3M | Sell |
3,746,042
-47,396
| -1% | -$368K | 0.01% | 878 |
|
|
2016
Q3 | $29.1M | Sell |
3,793,438
-993,490
| -21% | -$6.57M | 0.01% | 862 |
|
|
2016
Q2 | $25.8M | Buy |
4,786,928
+427,321
| +10% | +$2.27M | 0.01% | 862 |
|
|
2016
Q1 | $23M | Buy |
4,359,607
+529,481
| +14% | +$2.85M | 0.01% | 880 |
|
|
2015
Q4 | $25.3M | Sell |
3,830,126
-520,840
| -12% | -$3.32M | 0.01% | 892 |
|
|
2015
Q3 | $21.2M | Buy |
4,350,966
+654,156
| +18% | +$3.66M | 0.01% | 945 |
|
|
2015
Q2 | $24.3M | Sell |
3,696,810
-1,359,929
| -27% | -$9.11M | 0.01% | 955 |
|
|
2015
Q1 | $29.7M | Buy |
5,056,739
+951,244
| +23% | +$4.57M | 0.01% | 898 |
|
|
2014
Q4 | $16.7M | Buy |
4,105,495
+2,023,987
| +97% | +$7.2M | ﹤0.01% | 1098 |
|
|
2014
Q3 | $7.12M | Buy |
2,081,508
+797,866
| +62% | +$3M | ﹤0.01% | 1343 |
|
|
2014
Q2 | $5.05M | Buy |
+1,283,642
| New | +$4.78M | ﹤0.01% | 1450 |
|
Other funds holding SNEX
AC
Wellington Management Group's SNEX Position: Q2 2026 in Review
Wellington Management Group opened a new position in StoneX (SNEX) in Q2 2026: 17,448 shares worth $1.38M. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in SNEX as recently as Q2 2025.
Wellington Management Group first reported a position in SNEX in Q2 2014 and has held it in 46 quarters since. The position peaked at $33.9M in Q2 2018. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.
- Wellington Management Group held 17,448 shares of StoneX worth $1.38M as of Q2 2026.
- StoneX was a new Wellington Management Group position in Q2 2026.
- StoneX made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1696 holding.
- Wellington Management Group first reported a position in StoneX in Q2 2014 and has held it in 46 quarters since.
- Wellington Management Group's StoneX position peaked at $33.9M in Q2 2018.
- 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.
Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.