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Bell Investment Advisors’s StoneX SNEX Stock Holding History

Bell Investment 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
2026
Q1 		$7.02K Sell
87
-2
-2% -$152 ﹤0.01% 822
2025
Q4 		$5.61K Hold
89
– – ﹤0.01% 929
2025
Q3 		$5.96K Hold
89
– – ﹤0.01% 839
2025
Q2 		$5.38K Hold
89
– – ﹤0.01% 946
2025
Q1 		$4.51K Sell
89
-1
-1% -$50 ﹤0.01% 968
2024
Q4 		$3.92K Buy
90
+13
+17% +$546 ﹤0.01% 1040
2024
Q3 		$2.78K Hold
77
– – ﹤0.01% 1216
2024
Q2 		$2.56K Hold
77
– – ﹤0.01% 1250
2024
Q1 		$2.39K Hold
77
– – ﹤0.01% 1275
2023
Q4 		$2.51K Sell
77
-1
-1% -$28 ﹤0.01% 1231
2023
Q3 		$2.23K Hold
78
– – ﹤0.01% 1215
2023
Q2 		$1.91K Buy
78
+37
+90% +$990 ﹤0.01% 1322
2023
Q1 		$1.24K Hold
41
– – ﹤0.01% 1475
2022
Q4 		$1.14K Hold
41
– – ﹤0.01% 1522
2022
Q3 		$1K Buy
+41
New +$1.05K ﹤0.01% 1571

Other funds holding SNEX

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return