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EP Wealth Advisors’s StoneX SNEX Stock Holding History

EP Wealth Advisors’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 		$205K Buy
+5,063
New +$190K ﹤0.01% 1242

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

EP Wealth Advisors's SNEX Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in StoneX (SNEX) in Q2 2025: 5,063 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings.

349 funds tracked by Wall St. Rank hold SNEX as of Q2 2025.

  • EP Wealth Advisors held 5,063 shares of StoneX worth $205K as of Q2 2025.
  • StoneX was a new EP Wealth Advisors position in Q2 2025.
  • StoneX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1242 holding.
  • 349 funds tracked by Wall St. Rank held StoneX as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.