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Kestra Investment Management’s StoneX SNEX Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-1,073
Closed -$31.2K – 1339
2024
Q4 		$31.2K Buy
+1,073
New +$30K ﹤0.01% 634

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Kestra Investment Management's SNEX Position: Q1 2025 in Review

Kestra Investment Management sold out of StoneX (SNEX) in Q1 2025, closing a stake of 1,073 shares — an estimated $31.2K sold.

Kestra Investment Management first reported a position in SNEX in Q4 2024 and held it in 1 quarter. The position peaked at $31.2K in Q4 2024. 313 funds tracked by Wall St. Rank hold SNEX as of Q1 2025.

  • Kestra Investment Management reported no remaining StoneX position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,073 StoneX shares in Q1 2025, an estimated $31.2K.
  • Kestra Investment Management first reported a position in StoneX in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's StoneX position peaked at $31.2K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held StoneX as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.