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Yukon Wealth Management’s StoneX SNEX Stock Holding History

Yukon Wealth Management’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 		$436K Buy
+5,522
New +$414K 0.12% 95
2025
Q4 		– Sell
-5,522
Closed -$248K – 120
2025
Q3 		$248K Hold
5,522
– – 0.08% 113
2025
Q2 		$224K Buy
+5,522
New +$208K 0.08% 107

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 $3.37T AUM 44.26% 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

Yukon Wealth Management's SNEX Position: Q2 2026 in Review

Yukon Wealth Management opened a new position in StoneX (SNEX) in Q2 2026: 5,522 shares worth $436K. The stake represents 0.12% of the portfolio and ranks #95 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in SNEX as recently as Q3 2025.

Yukon Wealth Management first reported a position in SNEX in Q2 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Yukon Wealth Management held 5,522 shares of StoneX worth $436K as of Q2 2026.
  • StoneX was a new Yukon Wealth Management position in Q2 2026.
  • StoneX made up 0.12% of Yukon Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Yukon Wealth Management first reported a position in StoneX in Q2 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.