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Yorktown Management & Research Company’s StoneX SNEX Stock Holding History

Yorktown Management & Research Company’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 		$1.87M Hold
23,625
– – 1.14% 8
2026
Q1 		$1.27M Hold
23,625
– – 1.06% 14
2025
Q4 		$999K Hold
23,625
– – 0.8% 22
2025
Q3 		$1.06M Hold
23,625
– – 0.84% 17
2025
Q2 		$957K Hold
23,625
– – 0.91% 16
2025
Q1 		$802K Buy
23,625
+7,425
+46% +$249K 0.87% 16
2024
Q4 		$470K Hold
16,200
– – 0.45% 91
2024
Q3 		$393K Hold
16,200
– – 0.4% 122
2024
Q2 		$361K Hold
16,200
– – 0.39% 110
2024
Q1 		$337K Sell
16,200
-16,200
-50% -$324K 0.32% 142
2023
Q4 		$709K Hold
32,400
– – 0.74% 28
2023
Q3 		$620K Buy
32,400
+16,200
+100% +$297K 0.7% 29
2023
Q2 		$266K Sell
16,200
-6,075
-27% -$108K 0.29% 173
2023
Q1 		$456K Hold
22,275
– – 0.49% 80
2022
Q4 		$419K Hold
22,275
– – 0.51% 77
2022
Q3 		$365K Hold
22,275
– – 0.47% 78
2022
Q2 		$344K Buy
+22,275
New +$322K 0.44% 101

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 $3.38T AUM 44.17% 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

Yorktown Management & Research Company's SNEX Position: Q2 2026 in Review

Yorktown Management & Research Company held its StoneX (SNEX) position steady in Q2 2026 at 23,625 shares worth $1.87M. The position accounts for 1.14% of the portfolio, ranked #8.

Yorktown Management & Research Company first reported a position in SNEX in Q2 2022 and has held it in 17 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Yorktown Management & Research Company held 23,625 shares of StoneX worth $1.87M as of Q2 2026.
  • Yorktown Management & Research Company left its StoneX share count unchanged in Q2 2026.
  • StoneX made up 1.14% of Yorktown Management & Research Company's portfolio in Q2 2026, its #8 holding.
  • Yorktown Management & Research Company first reported a position in StoneX in Q2 2022 and has held it in 17 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.