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Independent Financial Group’s StoneX SNEX Stock Holding History

Independent Financial Group’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
-3,333
Closed -$203K – 1421
2025
Q2 		$203K Buy
+3,333
New +$188K 0.01% 1226

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Financial Group's SNEX Position: Q3 2025 in Review

Independent Financial Group sold out of StoneX (SNEX) in Q3 2025, closing a stake of 3,333 shares — an estimated $203K sold.

Independent Financial Group first reported a position in SNEX in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 369 funds tracked by Wall St. Rank hold SNEX as of Q3 2025.

  • Independent Financial Group reported no remaining StoneX position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,333 StoneX shares in Q3 2025, an estimated $203K.
  • Independent Financial Group first reported a position in StoneX in Q2 2025 and held it in 1 quarter.
  • Independent Financial Group's StoneX position peaked at $203K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held StoneX as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.