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Coldstream Capital Management’s StoneX SNEX Stock Holding History

Coldstream 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
2025
Q2 		– Sell
-1,512
Closed -$51.3K – 3026
2025
Q1 		$51.3K Buy
+1,512
New +$50.7K ﹤0.01% 1693

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Coldstream Capital Management's SNEX Position: Q2 2025 in Review

Coldstream Capital Management sold out of StoneX (SNEX) in Q2 2025, closing a stake of 1,512 shares — an estimated $51.3K sold.

Coldstream Capital Management first reported a position in SNEX in Q1 2025 and held it in 1 quarter. The position peaked at $51.3K in Q1 2025. 349 funds tracked by Wall St. Rank hold SNEX as of Q2 2025.

  • Coldstream Capital Management reported no remaining StoneX position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,512 StoneX shares in Q2 2025, an estimated $51.3K.
  • Coldstream Capital Management first reported a position in StoneX in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's StoneX position peaked at $51.3K in Q1 2025.
  • 349 funds tracked by Wall St. Rank held StoneX as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.