Axim Planning & Wealth’s StoneX SNEX Stock Holding History

Axim Planning & Wealth’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
2025 Q4	–	Sell	-13,385	Closed	-$600K	–	94
2025 Q3	$600K	Buy	+13,385	New	+$568K	0.47%	27

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Axim Planning & Wealth's SNEX Position: Q4 2025 in Review

Axim Planning & Wealth sold out of StoneX (SNEX) in Q4 2025, closing a stake of 13,385 shares — an estimated $600K sold.

Axim Planning & Wealth first reported a position in SNEX in Q3 2025 and held it in 1 quarter. The position peaked at $600K in Q3 2025. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

Axim Planning & Wealth reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
Axim Planning & Wealth sold 13,385 StoneX shares in Q4 2025, an estimated $600K.
Axim Planning & Wealth first reported a position in StoneX in Q3 2025 and held it in 1 quarter.
Axim Planning & Wealth's StoneX position peaked at $600K in Q3 2025.
362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.