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Forum Financial Management’s StoneX SNEX Stock Holding History

Forum Financial Management’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 		– Sell
-5,600
Closed -$237K – 886
2025
Q4 		$237K Hold
5,600
– – ﹤0.01% 874
2025
Q3 		$251K Buy
5,600
+2
+0% +$85 ﹤0.01% 833
2025
Q2 		$227K Buy
+5,598
New +$210K ﹤0.01% 831

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Forum Financial Management's SNEX Position: Q1 2026 in Review

Forum Financial Management sold out of StoneX (SNEX) in Q1 2026, closing a stake of 5,600 shares — an estimated $237K sold.

Forum Financial Management first reported a position in SNEX in Q2 2025 and held it in 3 quarters. The position peaked at $251K in Q3 2025. 389 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • Forum Financial Management reported no remaining StoneX position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,600 StoneX shares in Q1 2026, an estimated $237K.
  • Forum Financial Management first reported a position in StoneX in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's StoneX position peaked at $251K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.