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Kestra Private Wealth Services’s StoneX SNEX Stock Holding History

Kestra Private Wealth Services’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
-12,195
Closed -$414K – 1669
2025
Q1 		$414K Buy
+12,195
New +$409K 0.01% 1054

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AC
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Kestra Private Wealth Services's SNEX Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of StoneX (SNEX) in Q2 2025, closing a stake of 12,195 shares — an estimated $414K sold.

Kestra Private Wealth Services first reported a position in SNEX in Q1 2025 and held it in 1 quarter. The position peaked at $414K in Q1 2025. 349 funds tracked by Wall St. Rank hold SNEX as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining StoneX position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 12,195 StoneX shares in Q2 2025, an estimated $414K.
  • Kestra Private Wealth Services first reported a position in StoneX in Q1 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's StoneX position peaked at $414K in Q1 2025.
  • 349 funds tracked by Wall St. Rank held StoneX as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.