High Note Wealth’s StoneX SNEX Stock Holding History

High Note Wealth’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	-56	Closed	-$1.91K	–	974
2025 Q1	$1.91K	Buy	+56	New	+$1.88K	﹤0.01%	674

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

High Note Wealth's SNEX Position: Q2 2025 in Review

High Note Wealth sold out of StoneX (SNEX) in Q2 2025, closing a stake of 56 shares — an estimated $1.91K sold.

High Note Wealth first reported a position in SNEX in Q1 2025 and held it in 1 quarter. The position peaked at $1.91K in Q1 2025. 349 funds tracked by Wall St. Rank hold SNEX as of Q2 2025.

High Note Wealth reported no remaining StoneX position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 56 StoneX shares in Q2 2025, an estimated $1.91K.
High Note Wealth first reported a position in StoneX in Q1 2025 and held it in 1 quarter.
High Note Wealth's StoneX position peaked at $1.91K in Q1 2025.
349 funds tracked by Wall St. Rank held StoneX as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.