CIBC Private Wealth Group
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CIBC Private Wealth Group’s StoneX SNEX Stock Holding History

CIBC Private Wealth Group’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 		$122K Buy
2,880
+25
+0.9% +$1.05K ﹤0.01% 1418
2025
Q3 		$128K Buy
+2,855
New +$121K ﹤0.01% 1378

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
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

CIBC Private Wealth Group's SNEX Position: Q4 2025 in Review

CIBC Private Wealth Group increased its StoneX (SNEX) stake by 0.88% in Q4 2025, buying an estimated $1.05K and bringing the position to 2,880 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

CIBC Private Wealth Group first reported a position in SNEX in Q3 2025 and has held it in 2 quarters since. The position peaked at $128K in Q3 2025. 361 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • CIBC Private Wealth Group held 2,880 shares of StoneX worth $122K as of Q4 2025.
  • CIBC Private Wealth Group bought 25 StoneX shares in Q4 2025, an estimated $1.05K.
  • StoneX made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1418 holding.
  • CIBC Private Wealth Group first reported a position in StoneX in Q3 2025 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's StoneX position peaked at $128K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.