Clearstead Trust’s StoneX SNEX Stock Holding History

Clearstead Trust’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	-43	Closed	-$1.92K	–	1472
2025 Q3	$1.92K	Hold	43	–	–	﹤0.01%	1005
2025 Q2	$1.73K	Buy	+43	New	+$1.62K	﹤0.01%	994

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Clearstead Trust's SNEX Position: Q4 2025 in Review

Clearstead Trust sold out of StoneX (SNEX) in Q4 2025, closing a stake of 43 shares — an estimated $1.92K sold.

Clearstead Trust first reported a position in SNEX in Q2 2025 and held it in 2 quarters. The position peaked at $1.92K in Q3 2025. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

Clearstead Trust reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 43 StoneX shares in Q4 2025, an estimated $1.92K.
Clearstead Trust first reported a position in StoneX in Q2 2025 and held it in 2 quarters.
Clearstead Trust's StoneX position peaked at $1.92K in Q3 2025.
362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.