CIP
SNEX icon

Convergence Investment Partners’s StoneX SNEX Stock Holding History

Convergence Investment Partners’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
Q1 		$3.77M Buy
+46,780
New +$3.55M 0.62% 50
2025
Q3 		– Sell
-33,216
Closed -$2.02M – 287
2025
Q2 		$2.02M Sell
33,216
-893
-3% -$50.4K 0.51% 54
2025
Q1 		$1.74M Sell
34,109
-17,601
-34% -$886K 0.48% 61
2024
Q4 		$2.25M Buy
51,710
+3,348
+7% +$141K 0.5% 57
2024
Q3 		$1.76M Buy
48,362
+13,433
+38% +$475K 0.47% 61
2024
Q2 		$1.17M Buy
+34,929
New +$1.12M 0.34% 87
2024
Q1 		– Sell
-8,064
Closed -$265K – 266
2023
Q4 		$265K Buy
+8,064
New +$230K 0.14% 150
2023
Q2 		– Sell
-8,330
Closed -$256K – 197
2023
Q1 		$256K Sell
8,330
-3,074
-27% -$87.7K 0.15% 142
2022
Q4 		$322K Buy
+11,404
New +$316K 0.19% 119
2019
Q4 		– Sell
-10,753
Closed -$131K – 308
2019
Q3 		$131K Buy
+10,753
New +$126K 0.04% 270
2018
Q2 		– Sell
-1,482
Closed -$19K – 804
2018
Q1 		$19K Buy
+1,482
New +$18.7K ﹤0.01% 607

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return