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Westwind Capital’s StoneX SNEX Stock Holding History

Westwind 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 		$3.64M Buy
+56,266
New +$4M 0.85% 27

Other funds holding SNEX

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Westwind Capital's SNEX Position: Q3 2026 in Review

Westwind Capital opened a new position in StoneX (SNEX) in Q3 2026: 56,266 shares worth $3.64M. The stake represents 0.85% of the portfolio and ranks #27 among its holdings.

13 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Westwind Capital held 56,266 shares of StoneX worth $3.64M as of Q3 2026.
  • StoneX was a new Westwind Capital position in Q3 2026.
  • StoneX made up 0.85% of Westwind Capital's portfolio in Q3 2026, its #27 holding.
  • 13 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.