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Creative Planning SNEX Position History
StoneX Group Inc. • Financial Services
Quarters held
24
Latest value
$5.1M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q3 2025 | $115K |
| Q3 2025 | $92K |
| Q3 2025 | $59K |
| Q3 2025 | $1M |
| Q3 2025 | $2.7M |
| Q4 2025 | $5M |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.2M |
| Q1 2026 | $5M |
| Q1 2026 | $4M |
| Q1 2026 | $3.5M |
| Q2 2026 | $55K |
| Q2 2026 | $4.5M |
| Q2 2026 | $118K |
| Q2 2026 | $5.3M |
| Q2 2026 | $199K |
| Q2 2026 | $5.8M |
| Q3 2026 | $60K |
| Q3 2026 | $7.3M |
| Q3 2026 | $124K |
| Q3 2026 | $6.4M |
| Q3 2026 | $166K |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 78.9K | — | — |
| Q3 2026 | $166K | 2.6K | — | — |
| Q3 2026 | $6.4M | 143.5K | — | — |
| Q3 2026 | $124K | 2.8K | — | — |
| Q3 2026 | $7.3M | 93.5K | — | — |
| Q3 2026 | $60K | 768 | — | — |
| Q2 2026 | $5.8M | 49.0K | — | — |
| Q2 2026 | $199K | 1.7K | — | — |
| Q2 2026 | $5.3M | 125.6K | — | — |
| Q2 2026 | $118K | 2.8K | — | — |
| Q2 2026 | $4.5M | 58.4K | — | — |
| Q2 2026 | $55K | 720 | — | — |
| Q1 2026 | $3.5M | 43.0K | — | — |
| Q1 2026 | $4M | 118.5K | — | — |
| Q1 2026 | $5M | 60.1K | — | — |
| Q4 2025 | $2.2M | 27.0K | — | — |
| Q4 2025 | $2.3M | 24.4K | — | — |
| Q4 2025 | $5M | 120.9K | — | — |
| Q3 2025 | $2.7M | 27.1K | — | — |
| Q3 2025 | $1M | 12.1K | — | — |
| Q3 2025 | $59K | 690 | — | — |
| Q3 2025 | $92K | 2.7K | — | — |
| Q3 2025 | $115K | 1.1K | — | — |
| Q3 2025 | $3.3M | 99.2K | — | — |
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