HI
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Harbour Investments’s StoneX SNEX Stock Holding History

Harbour Investments’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 		$305K Buy
3,785
+762
+25% +$57.8K ﹤0.01% 1303
2025
Q4 		$192K Buy
3,023
+2,778
+1,134% +$175K ﹤0.01% 1301
2025
Q3 		$16.4K Hold
245
– – ﹤0.01% 2449
2025
Q2 		$14.9K Hold
245
– – ﹤0.01% 2370
2025
Q1 		$12.4K Hold
245
– – ﹤0.01% 2411
2024
Q4 		$10.7K Hold
245
– – ﹤0.01% 2416
2024
Q3 		$8.93K Hold
245
– – ﹤0.01% 2400
2024
Q2 		$8.21K Hold
245
– – ﹤0.01% 2341
2024
Q1 		$7.66K Hold
245
– – ﹤0.01% 2327
2023
Q4 		$8.05K Sell
245
-1
-0.4% -$28 ﹤0.01% 2228
2023
Q3 		$7.08K Hold
246
– – ﹤0.01% 2164
2023
Q2 		$6.07K Hold
246
– – ﹤0.01% 2219
2023
Q1 		$7.56K Sell
246
-675
-73% -$19.3K ﹤0.01% 2133
2022
Q4 		$26K Hold
921
– – ﹤0.01% 1568
2022
Q3 		$21K Hold
921
– – ﹤0.01% 1630
2022
Q2 		$21K Buy
+921
New +$20K ﹤0.01% 1630
2021
Q4 		$17K Sell
921
-65
-7% -$1.28K ﹤0.01% 1740
2021
Q3 		$19K Hold
986
– – ﹤0.01% 2336
2021
Q2 		$18K Buy
986
+65
+7% +$1.26K ﹤0.01% 2404
2021
Q1 		$18K Buy
+921
New +$16.7K ﹤0.01% 2279

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