CPC
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CFC Planning Company’s StoneX SNEX Stock Holding History

CFC Planning Company’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
-6,145
Closed -$276K – 100
2025
Q3 		$276K Sell
6,145
-7
-0.1% -$297 0.23% 60
2025
Q2 		$249K Buy
+6,152
New +$231K 0.24% 61

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T. Rowe Price Associates
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

CFC Planning Company's SNEX Position: Q4 2025 in Review

CFC Planning Company sold out of StoneX (SNEX) in Q4 2025, closing a stake of 6,145 shares — an estimated $276K sold.

CFC Planning Company first reported a position in SNEX in Q2 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 361 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • CFC Planning Company reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
  • CFC Planning Company sold 6,145 StoneX shares in Q4 2025, an estimated $276K.
  • CFC Planning Company first reported a position in StoneX in Q2 2025 and held it in 2 quarters.
  • CFC Planning Company's StoneX position peaked at $276K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.