Global Retirement Partners’s StoneX SNEX Stock Holding History

Global Retirement Partners’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 Q4	$6.47K	Sell	153 -14,841	-99%	-$622K	﹤0.01%	3340
2025 Q3	$673K	Buy	14,994 +14,915	+18,880%	+$633K	0.02%	666
2025 Q2	$3.19K	Buy	+79	New	+$2.97K	﹤0.01%	3070
2024 Q4	$2.35K	Hold	81	–	–	﹤0.01%	3010
2024 Q3	$1.97K	Hold	81	–	–	﹤0.01%	2945
2024 Q2	$1.81K	Buy	81 +3	+4%	+$64	﹤0.01%	2999
2024 Q1	$1.62K	Hold	78	–	–	﹤0.01%	2827
2023 Q4	$1.48K	Sell	78 -3	-4%	-$57	﹤0.01%	2777
2023 Q3	$1.49K	Hold	81	–	–	﹤0.01%	2649
2023 Q2	$1.33K	Hold	81	–	–	﹤0.01%	2690
2023 Q1	$1.52K	Hold	81	–	–	﹤0.01%	2589
2022 Q4	$1.52K	Hold	81	–	–	﹤0.01%	2456
2022 Q3	$1K	Buy	+81	New	+$1.39K	﹤0.01%	2579
2019 Q2	–	Sell	-506	Closed	-$4K	–	1697
2019 Q1	$4K	Buy	+506	New	+$3.99K	﹤0.01%	1308
2018 Q4	–	Sell	-506	Closed	-$5K	–	1552
2018 Q3	$5K	Hold	506	–	–	﹤0.01%	1236
2018 Q2	$5K	Hold	506	–	–	﹤0.01%	1208
2018 Q1	$4K	Buy	+506	New	+$4.26K	﹤0.01%	1218

Other funds holding SNEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Global Retirement Partners's SNEX Position: Q4 2025 in Review

Global Retirement Partners reduced its StoneX (SNEX) stake by 99% in Q4 2025, selling an estimated $622K and leaving 153 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3340.

Global Retirement Partners first reported a position in SNEX in Q1 2018 and has held it in 17 quarters since. The position peaked at $673K in Q3 2025. 361 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

Global Retirement Partners held 153 shares of StoneX worth $6.47K as of Q4 2025.
Global Retirement Partners sold 14,841 StoneX shares in Q4 2025, an estimated $622K.
StoneX made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3340 holding.
Global Retirement Partners first reported a position in StoneX in Q1 2018 and has held it in 17 quarters since.
Global Retirement Partners's StoneX position peaked at $673K in Q3 2025.
361 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.