CCA
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Cadent Capital Advisors’s StoneX SNEX Stock Holding History

Cadent Capital 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
Q2 		$690K Hold
5,820
– – 0.14% 110
2026
Q1 		$469K Hold
5,820
– – 0.12% 109
2025
Q4 		$369K Hold
5,820
– – 0.1% 125
2025
Q3 		$392K Sell
5,820
-1,088
-16% -$69.3K 0.1% 130
2025
Q2 		$420K Buy
6,908
+1,088
+19% +$61.4K 0.14% 103
2025
Q1 		$296K Sell
5,820
-1
-0% -$50 0.11% 111
2024
Q4 		$253K Hold
5,821
– – 0.09% 129
2024
Q3 		$212K Buy
+5,821
New +$206K 0.07% 148

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM