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Freedom Investment Management’s StoneX SNEX Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-15,633
Closed -$633K – 614
2025
Q2 		$633K Sell
15,633
-851
-5% -$32K 0.05% 372
2025
Q1 		$560K Sell
16,484
-5,821
-26% -$195K 0.05% 396
2024
Q4 		$647K Sell
22,305
-1,492
-6% -$41.8K 0.05% 342
2024
Q3 		$577K Buy
23,797
+540
+2% +$12.7K 0.05% 388
2024
Q2 		$519K Sell
23,257
-1,745
-7% -$37.2K 0.04% 421
2024
Q1 		$521K Buy
+25,002
New +$500K 0.04% 423

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freedom Investment Management's SNEX Position: Q3 2025 in Review

Freedom Investment Management sold out of StoneX (SNEX) in Q3 2025, closing a stake of 15,633 shares — an estimated $633K sold.

Freedom Investment Management first reported a position in SNEX in Q1 2024 and held it in 6 quarters. The position peaked at $647K in Q4 2024. 369 funds tracked by Wall St. Rank hold SNEX as of Q3 2025.

  • Freedom Investment Management reported no remaining StoneX position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 15,633 StoneX shares in Q3 2025, an estimated $633K.
  • Freedom Investment Management first reported a position in StoneX in Q1 2024 and held it in 6 quarters.
  • Freedom Investment Management's StoneX position peaked at $647K in Q4 2024.
  • 369 funds tracked by Wall St. Rank held StoneX as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.