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Beacon Harbor Wealth Advisors’s StoneX SNEX Stock Holding History

Beacon Harbor Wealth Advisors’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
-132,521
Closed -$5.94M – 82
2025
Q3 		$5.94M Buy
+132,521
New +$5.62M 1.39% 36

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
Geode Capital Management
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

Beacon Harbor Wealth Advisors's SNEX Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of StoneX (SNEX) in Q4 2025, closing a stake of 132,521 shares — an estimated $5.94M sold.

Beacon Harbor Wealth Advisors first reported a position in SNEX in Q3 2025 and held it in 1 quarter. The position peaked at $5.94M in Q3 2025. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • Beacon Harbor Wealth Advisors reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 132,521 StoneX shares in Q4 2025, an estimated $5.94M.
  • Beacon Harbor Wealth Advisors first reported a position in StoneX in Q3 2025 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's StoneX position peaked at $5.94M in Q3 2025.
  • 362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.