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Lindbrook Capital’s StoneX SNEX Stock Holding History

Lindbrook Capital’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 		$7.26K Buy
214
+5
+2% +$168 ﹤0.01% 1792
2024
Q4 		$6.07K Sell
209
-10
-5% -$280 ﹤0.01% 1899
2024
Q3 		$5.32K Buy
219
+16
+8% +$377 ﹤0.01% 1987
2024
Q2 		$4.52K Hold
203
– – ﹤0.01% 2044
2024
Q1 		$4.22K Hold
203
– – ﹤0.01% 1967
2023
Q4 		$4.43K Hold
203
– – ﹤0.01% 1951
2023
Q3 		$3.88K Sell
203
-20
-9% -$367 ﹤0.01% 1877
2023
Q2 		$3.66K Sell
223
-20
-8% -$357 ﹤0.01% 1939
2023
Q1 		$4.97K Sell
243
-46
-16% -$875 ﹤0.01% 1850
2022
Q4 		$5.43K Hold
289
– – ﹤0.01% 1779
2022
Q3 		$5K Hold
289
– – ﹤0.01% 1691
2022
Q2 		$4K Sell
289
-15
-5% -$217 ﹤0.01% 1688
2022
Q1 		$4K Buy
+304
New +$4.23K ﹤0.01% 1742

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 $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Lindbrook Capital's SNEX Position: Q1 2025 in Review

Lindbrook Capital increased its StoneX (SNEX) stake by 2.4% in Q1 2025, buying an estimated $168 and bringing the position to 214 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Lindbrook Capital first reported a position in SNEX in Q1 2022 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold SNEX as of Q1 2025.

  • Lindbrook Capital held 214 shares of StoneX worth $7.26K as of Q1 2025.
  • Lindbrook Capital bought 5 StoneX shares in Q1 2025, an estimated $168.
  • StoneX made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1792 holding.
  • Lindbrook Capital first reported a position in StoneX in Q1 2022 and has held it in 13 quarters since.
  • 313 funds tracked by Wall St. Rank held StoneX as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.