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Vanguard Portfolio Management (SNEX) discloses 5.14% beneficial stake in StoneX Group

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Portfolio Management LLC, together with certain affiliates, reports beneficial ownership of StoneX Group Inc common stock. The group beneficially owns 4,075,393 shares, representing 5.14% of the class.

They have sole voting power over 72,234 shares and sole dispositive power over 4,075,393 shares, with no shared voting or dispositive power. Dividends and sale proceeds are allocable to Vanguard investment companies and other managed accounts, with no single other person holding more than a 5% interest in these securities.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 4,075,393 shares Amount beneficially owned by Vanguard Portfolio Management and affiliates
Percent of class 5.14% Portion of StoneX Group Inc common stock class beneficially owned
Sole voting power 72,234 shares Shares over which Vanguard Portfolio Management has sole power to vote
Shared voting power 0 Shares over which voting power is shared
Sole dispositive power 4,075,393 shares Shares over which Vanguard Portfolio Management has sole power to dispose
Shared dispositive power 0 Shares over which dispositive power is shared
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 72,234.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 4,075,393.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 5.14 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of StoneX Group Inc (SNEX) does Vanguard Portfolio Management report owning?

Vanguard Portfolio Management reports beneficial ownership of 5.14% of StoneX Group Inc’s common stock. This corresponds to 4,075,393 shares beneficially owned through Vanguard Portfolio Management LLC and specified affiliated entities and managed accounts.

How many StoneX (SNEX) shares does Vanguard Portfolio Management beneficially own?

Vanguard Portfolio Management beneficially owns 4,075,393 shares of StoneX Group Inc common stock. These holdings include shares in Vanguard funds and other client accounts over which Vanguard and its listed affiliates exercise dispositive and/or voting power.

What voting power does Vanguard Portfolio Management have over SNEX shares?

Vanguard Portfolio Management has sole voting power over 72,234 StoneX shares and no shared voting power. It also has sole dispositive power over 4,075,393 shares, meaning it can decide how those shares are sold or otherwise disposed of.

Does any other single investor besides Vanguard control more than 5% of these SNEX shares?

No other single investor related to these holdings controls more than 5% of the class. The document states that no one other person’s interest in the securities reported is more than 5%, despite many underlying fund and account beneficiaries.

Who signed for Vanguard Portfolio Management in the StoneX (SNEX) ownership report?

The report is signed by My Trieu-Gatt, identified as Authorized Signatory, Head of Global Fund Administration. This signature confirms the reported StoneX Group Inc ownership information on behalf of Vanguard Portfolio Management.

Where are StoneX Group Inc (SNEX) and Vanguard Portfolio Management headquartered?

StoneX Group Inc’s principal executive offices are at 155 East 44th Street, Suite 900, New York, NY 10017. Vanguard Portfolio Management’s principal business office is listed as 100 Vanguard Blvd, Malvern, PA 19355 in the ownership report.





861896108

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026