ZIM
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Zacks Investment Management’s StoneX SNEX Stock Holding History

Zacks Investment 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 		$5.47M Buy
69,200
+3,665
+6% +$275K 0.04% 228
2026
Q1 		$3.52M Buy
65,535
+13,009
+25% +$658K 0.03% 268
2025
Q4 		$2.22M Sell
52,526
-6,053
-10% -$254K 0.02% 330
2025
Q3 		$2.63M Buy
58,579
+53,316
+1,013% +$2.26M 0.02% 299
2025
Q2 		$213K Sell
5,263
-911
-15% -$34.2K ﹤0.01% 626
2025
Q1 		$210K Buy
+6,174
New +$207K ﹤0.01% 609
2024
Q3 		– Sell
-20,064
Closed -$448K – 766
2024
Q2 		$448K Sell
20,064
-264
-1% -$5.63K 0.01% 461
2024
Q1 		$423K Buy
20,328
+108
+0.5% +$2.16K ﹤0.01% 495
2023
Q4 		$442K Buy
20,220
+4,648
+30% +$88.3K 0.01% 480
2023
Q3 		$298K Buy
15,572
+2,622
+20% +$48.1K ﹤0.01% 512
2023
Q2 		$213K Sell
12,950
-1,878
-13% -$33.5K ﹤0.01% 590
2023
Q1 		$303K Buy
14,828
+4,146
+39% +$78.9K ﹤0.01% 516
2022
Q4 		$201K Buy
+10,682
New +$198K ﹤0.01% 566

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

Zacks Investment Management's SNEX Position: Q2 2026 in Review

Zacks Investment Management increased its StoneX (SNEX) stake by 5.6% in Q2 2026, buying an estimated $275K and bringing the position to 69,200 shares worth $5.47M. The position accounts for 0.04% of the portfolio, ranked #228.

Zacks Investment Management first reported a position in SNEX in Q4 2022 and has held it in 13 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Zacks Investment Management held 69,200 shares of StoneX worth $5.47M as of Q2 2026.
  • Zacks Investment Management bought 3,665 StoneX shares in Q2 2026, an estimated $275K.
  • StoneX made up 0.04% of Zacks Investment Management's portfolio in Q2 2026, its #228 holding.
  • Zacks Investment Management first reported a position in StoneX in Q4 2022 and has held it in 13 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.