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Stonex Group shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Stonex Group (SNEX) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Stonex Group

Tip: Access up to 7 years of quarterly data

All positions including Stonex Group held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stonex Group by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 59k 100.92

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Applovin Corp Com Cl A (APP)
Ishares U S Etf Tr U.s. Tech Indepd (IETC)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Ishares New (IAU)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Core Msci Emkt (IEMG)
Amphenol Corp Cl A (APH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Abbvie (ABBV)
Comfort Systems USA (FIX)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding Stonex Group

BlackRock
Vanguard Group
American Century Companies
State Street Corporation
Dimensional Fund Advisors
AltraVue Capital
T. Rowe Price Investment Management
Van Berkom & Associates
Geode Capital Management
Ameriprise Financial
Rockefeller Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Punch & Associates Investment Management
Champlain Investment Partners

View all funds holding Stonex Group