Focus Partners Wealth
SNEX icon

Focus Partners Wealth’s StoneX SNEX Stock Holding History

Focus Partners Wealth’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 		$1.48M Sell
18,356
-1,020
-5% -$77.4K ﹤0.01% 1446
2025
Q4 		$1.23M Buy
19,376
+1,653
+9% +$104K ﹤0.01% 1540
2025
Q3 		$1.19M Sell
17,723
-376
-2% -$23.9K ﹤0.01% 1216
2025
Q2 		$1.1M Buy
18,099
+9
+0% +$507 ﹤0.01% 1104
2025
Q1 		$921K Sell
18,090
-155
-0.8% -$7.8K ﹤0.01% 1095
2024
Q4 		$794K Buy
18,245
+369
+2% +$15.5K ﹤0.01% 1140
2024
Q3 		$651K Sell
17,876
-17,863
-50% -$632K ﹤0.01% 1068
2024
Q2 		$1.2M Buy
35,739
+26,289
+278% +$841K ﹤0.01% 765
2024
Q1 		$295K Buy
9,450
+328
+4% +$9.85K ﹤0.01% 837
2023
Q4 		$299K Buy
+9,122
New +$260K ﹤0.01% 673

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