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Cornercap Investment Counsel’s StoneX SNEX Stock Holding History

Cornercap Investment Counsel’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
Q1 		– Sell
-4,707
Closed -$205K – 403
2024
Q4 		$205K Sell
4,707
-4,043
-46% -$170K 0.07% 440
2024
Q3 		$318K Sell
8,750
-9,007
-51% -$319K 0.09% 350
2024
Q2 		$594K Sell
17,757
-162
-0.9% -$5.18K 0.1% 354
2024
Q1 		$560K Hold
17,919
– – 0.09% 387
2023
Q4 		$588K Buy
17,919
+420
+2% +$12K 0.1% 370
2023
Q3 		$503K Buy
+17,499
New +$482K 0.09% 389
2023
Q2 		– Sell
-35,316
Closed -$1.08M – 655
2023
Q1 		$1.08M Buy
35,316
+16,909
+92% +$483K 0.19% 168
2022
Q4 		$520K Sell
18,407
-4,314
-19% -$120K 0.09% 389
2022
Q3 		$558K Hold
22,721
– – 0.11% 363
2022
Q2 		$526K Sell
22,721
-4,525
-17% -$98K 0.09% 379
2022
Q1 		$599K Buy
27,246
+303
+1% +$6.32K 0.07% 417
2021
Q4 		$489K Buy
+26,943
New +$530K 0.07% 462
2017
Q3 		– Sell
-52,616
Closed -$589K – 425
2017
Q2 		$589K Buy
+52,616
New +$567K 0.1% 248
2016
Q1 		– Sell
-59,248
Closed -$587K – 388
2015
Q4 		$587K Hold
59,248
– – 0.11% 113
2015
Q3 		$433K Buy
+59,248
New +$498K 0.09% 212

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return