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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
-7,061
Closed -$205K – 403
2024
Q4 		$205K Sell
7,061
-6,064
-46% -$170K 0.07% 440
2024
Q3 		$318K Sell
13,125
-13,511
-51% -$319K 0.09% 350
2024
Q2 		$594K Sell
26,636
-243
-0.9% -$5.18K 0.1% 354
2024
Q1 		$560K Hold
26,879
– – 0.09% 387
2023
Q4 		$588K Buy
26,879
+630
+2% +$12K 0.1% 370
2023
Q3 		$503K Buy
+26,249
New +$482K 0.09% 389
2023
Q2 		– Sell
-52,974
Closed -$1.08M – 655
2023
Q1 		$1.08M Buy
52,974
+25,363
+92% +$483K 0.19% 168
2022
Q4 		$520K Sell
27,611
-6,470
-19% -$120K 0.09% 389
2022
Q3 		$558K Hold
34,081
– – 0.11% 363
2022
Q2 		$526K Sell
34,081
-6,789
-17% -$98.1K 0.09% 379
2022
Q1 		$599K Buy
40,870
+456
+1% +$6.34K 0.07% 417
2021
Q4 		$489K Buy
+40,414
New +$530K 0.07% 462
2017
Q3 		– Sell
-78,924
Closed -$589K – 425
2017
Q2 		$589K Buy
+78,924
New +$567K 0.1% 248
2016
Q1 		– Sell
-88,872
Closed -$587K – 388
2015
Q4 		$587K Hold
88,872
– – 0.11% 113
2015
Q3 		$433K Buy
+88,872
New +$498K 0.09% 212

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cornercap Investment Counsel's SNEX Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of StoneX (SNEX) in Q1 2025, closing a stake of 7,061 shares — an estimated $205K sold.

Cornercap Investment Counsel first reported a position in SNEX in Q3 2015 and held it in 15 quarters. The position peaked at $1.08M in Q1 2023. 313 funds tracked by Wall St. Rank hold SNEX as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining StoneX position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 7,061 StoneX shares in Q1 2025, an estimated $205K.
  • Cornercap Investment Counsel first reported a position in StoneX in Q3 2015 and held it in 15 quarters.
  • Cornercap Investment Counsel's StoneX position peaked at $1.08M in Q1 2023.
  • 313 funds tracked by Wall St. Rank held StoneX as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.