GFPC
SNEX icon

Global Financial Private Client’s StoneX SNEX Stock Holding History

Global Financial Private Client’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 		– Sell
-20
Closed -$687 – 1378
2025
Q1 		$687 Buy
20
+13
+186% +$436 ﹤0.01% 1171
2024
Q4 		$196 Buy
+7
New +$196 ﹤0.01% 1276

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Global Financial Private Client's SNEX Position: Q2 2025 in Review

Global Financial Private Client sold out of StoneX (SNEX) in Q2 2025, closing a stake of 20 shares — an estimated $687 sold.

Global Financial Private Client first reported a position in SNEX in Q4 2024 and held it in 2 quarters. The position peaked at $687 in Q1 2025. 349 funds tracked by Wall St. Rank hold SNEX as of Q2 2025.

  • Global Financial Private Client reported no remaining StoneX position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 20 StoneX shares in Q2 2025, an estimated $687.
  • Global Financial Private Client first reported a position in StoneX in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's StoneX position peaked at $687 in Q1 2025.
  • 349 funds tracked by Wall St. Rank held StoneX as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.