BCM
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BTC Capital Management’s StoneX SNEX Stock Holding History

BTC Capital Management’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 		$902K Sell
11,190
-1,796
-14% -$136K 0.06% 149
2025
Q4 		$824K Buy
12,986
+1,455
+13% +$91.5K 0.06% 149
2025
Q3 		$776K Buy
11,531
+3,960
+52% +$252K 0.05% 154
2025
Q2 		$460K Sell
7,571
-111
-1% -$6.26K 0.04% 164
2025
Q1 		$391K Sell
7,682
-1,941
-20% -$97.7K 0.04% 175
2024
Q4 		$418K Sell
9,623
-142
-1% -$5.96K 0.04% 170
2024
Q3 		$355K Sell
9,765
-477
-5% -$16.9K 0.03% 188
2024
Q2 		$342K Sell
10,242
-707
-6% -$22.6K 0.03% 184
2024
Q1 		$341K Buy
+10,949
New +$329K 0.03% 192
2023
Q3 		$292K Sell
10,152
-324
-3% -$8.92K 0.03% 191
2023
Q2 		$257K Buy
+10,476
New +$280K 0.03% 219

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