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Woodmont Investment Counsel’s StoneX SNEX Stock Holding History

Woodmont Investment Counsel’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 		$37.7M Sell
476,880
-36,813
-7% -$2.76M 2.06% 7
2026
Q1 		$27.6M Sell
513,693
-12,299
-2% -$622K 1.7% 13
2025
Q4 		$22.2M Buy
525,992
+12,618
+2% +$529K 1.39% 17
2025
Q3 		$23M Sell
513,374
-87,882
-15% -$3.73M 1.52% 15
2025
Q2 		$24.4M Buy
601,256
+1,028
+0.2% +$38.6K 1.61% 14
2025
Q1 		$20.4M Buy
600,228
+167,752
+39% +$5.63M 1.47% 18
2024
Q4 		$12.6M Sell
432,476
-14,404
-3% -$403K 0.93% 27
2024
Q3 		$10.8M Buy
446,880
+6,530
+1% +$154K 0.82% 31
2024
Q2 		$9.83M Buy
440,350
+3,375
+0.8% +$72K 0.8% 32
2024
Q1 		$9.1M Buy
436,975
+14,513
+3% +$290K 0.77% 33
2023
Q4 		$9.24M Sell
422,462
-12,265
-3% -$233K 0.86% 31
2023
Q3 		$8.32M Buy
434,727
+16,473
+4% +$302K 0.88% 33
2023
Q2 		$6.86M Buy
418,254
+41,488
+11% +$740K 0.71% 38
2023
Q1 		$7.71M Sell
376,766
-2,592
-0.7% -$49.3K 0.82% 36
2022
Q4 		$7.14M Sell
379,358
-29,206
-7% -$540K 0.81% 37
2022
Q3 		$6.69M Sell
408,564
-8,282
-2% -$142K 0.84% 37
2022
Q2 		$6.43M Buy
416,846
+11,299
+3% +$163K 0.79% 39
2022
Q1 		$5.95M Buy
405,547
+25,439
+7% +$354K 0.69% 40
2021
Q4 		$4.6M Buy
380,108
+33,023
+10% +$433K 0.59% 45
2021
Q3 		$4.52M Buy
347,085
+126,157
+57% +$1.62M 0.66% 42
2021
Q2 		$2.65M Buy
220,928
+6,561
+3% +$84.8K 0.42% 60
2021
Q1 		$2.77M Sell
214,367
-4,444
-2% -$53.6K 0.47% 54
2020
Q4 		$2.5M Sell
218,811
-5,681
-3% -$64.2K 0.47% 56
2020
Q3 		$2.27M Sell
224,492
-11,532
-5% -$126K 0.49% 54
2020
Q2 		$2.56M Sell
236,024
-3,164
-1% -$27.4K 0.61% 47
2020
Q1 		$1.71M Buy
239,188
+542
+0.2% +$4.81K 0.47% 55
2019
Q4 		$2.3M Sell
238,646
-2,020
-0.8% -$16.7K 0.52% 55
2019
Q3 		$1.95M Buy
240,666
+15,896
+7% +$125K 0.48% 55
2019
Q2 		$1.76M Buy
224,770
+17,871
+9% +$133K 0.44% 60
2019
Q1 		$1.58M Buy
206,899
+33,524
+19% +$265K 0.41% 66
2018
Q4 		$1.25M Buy
173,375
+13,020
+8% +$110K 0.35% 73
2018
Q3 		$1.53M Buy
160,355
+19,911
+14% +$212K 0.42% 61
2018
Q2 		$1.44M Sell
140,444
-13,066
-9% -$123K 0.4% 68
2018
Q1 		$1.29M Sell
153,510
-13,816
-8% -$116K 0.36% 76
2017
Q4 		$1.41M Sell
167,326
-39,918
-19% -$328K 0.36% 73
2017
Q3 		$1.57M Sell
207,244
-24,234
-10% -$177K 0.43% 71
2017
Q2 		$1.73M Sell
231,478
-43,350
-16% -$311K 0.49% 65
2017
Q1 		$2.06M Buy
274,828
+43,107
+19% +$320K 0.6% 56
2016
Q4 		$1.81M Sell
231,721
-3,058
-1% -$23.7K 0.52% 63
2016
Q3 		$1.8M Sell
234,779
-171,173
-42% -$1.13M 0.52% 61
2016
Q2 		$2.19M Buy
405,952
+1,073
+0.3% +$5.71K 0.65% 52
2016
Q1 		$2.14M Buy
404,879
+121,141
+43% +$653K 0.65% 47
2015
Q4 		$1.88M Sell
283,738
-173,811
-38% -$1.11M 0.55% 54
2015
Q3 		$2.23M Buy
457,549
+98,765
+28% +$553K 0.68% 46
2015
Q2 		$2.36M Sell
358,784
-96,841
-21% -$649K 0.68% 49
2015
Q1 		$2.68M Sell
455,625
-163,154
-26% -$783K 0.83% 40
2014
Q4 		$2.51M Buy
618,779
+45,577
+8% +$162K 0.77% 42
2014
Q3 		$1.96M Buy
573,202
+131,863
+30% +$497K 0.56% 56
2014
Q2 		$1.74M Buy
441,339
+2,025
+0.5% +$7.55K 0.49% 65
2014
Q1 		$1.63M Buy
439,314
+31,236
+8% +$113K 0.47% 67
2013
Q4 		$1.49M Buy
408,078
+165,260
+68% +$662K 0.45% 72
2013
Q3 		$981K Buy
242,818
+31,388
+15% +$119K 0.36% 84
2013
Q2 		$729K Buy
+211,430
New +$718K 0.24% 116

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Woodmont Investment Counsel's SNEX Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its StoneX (SNEX) stake by 7.2% in Q2 2026, selling an estimated $2.76M and leaving 476,880 shares worth $37.7M. The position accounts for 2.06% of the portfolio, ranked #7.

Woodmont Investment Counsel first reported a position in SNEX in Q2 2013 and has held it in 53 quarters since. 154 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Woodmont Investment Counsel held 476,880 shares of StoneX worth $37.7M as of Q2 2026.
  • Woodmont Investment Counsel sold 36,813 StoneX shares in Q2 2026, an estimated $2.76M.
  • StoneX made up 2.06% of Woodmont Investment Counsel's portfolio in Q2 2026, its #7 holding.
  • Woodmont Investment Counsel first reported a position in StoneX in Q2 2013 and has held it in 53 quarters since.
  • 154 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.