LPL Financial
SNEX icon

LPL Financial’s StoneX SNEX Stock Holding History

LPL Financial’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
2026
Q1 		$6.07M Sell
75,291
-3,228
-4% -$245K ﹤0.01% 2451
2025
Q4 		$4.98M Buy
78,519
+562
+0.7% +$35.3K ﹤0.01% 2539
2025
Q3 		$5.24M Buy
77,957
+20,432
+36% +$1.3M ﹤0.01% 2421
2025
Q2 		$3.5M Buy
57,525
+859
+2% +$48.4K ﹤0.01% 2605
2025
Q1 		$2.89M Buy
56,666
+3,127
+6% +$157K ﹤0.01% 2608
2024
Q4 		$2.33M Sell
53,539
-1,919
-3% -$80.6K ﹤0.01% 2721
2024
Q3 		$2.02M Sell
55,458
-5,924
-10% -$210K ﹤0.01% 2733
2024
Q2 		$2.05M Buy
61,382
+9,828
+19% +$314K ﹤0.01% 2571
2024
Q1 		$1.61M Buy
51,554
+690
+1% +$20.7K ﹤0.01% 2736
2023
Q4 		$1.67M Buy
50,864
+7,002
+16% +$199K ﹤0.01% 2586
2023
Q3 		$1.26M Sell
43,862
-97
-0.2% -$2.67K ﹤0.01% 2702
2023
Q2 		$1.08M Buy
43,959
+4,768
+12% +$128K ﹤0.01% 2778
2023
Q1 		$1.2M Sell
39,191
-2,247
-5% -$64.1K ﹤0.01% 2601
2022
Q4 		$1.17M Buy
41,438
+543
+1% +$15.1K ﹤0.01% 2519
2022
Q3 		$1M Sell
40,895
-1,930
-5% -$49.5K ﹤0.01% 2541
2022
Q2 		$991K Sell
42,825
-162
-0.4% -$3.51K ﹤0.01% 2585
2022
Q1 		$945K Buy
42,987
+3,817
+10% +$79.6K ﹤0.01% 2660
2021
Q4 		$711K Sell
39,170
-44,857
-53% -$882K ﹤0.01% 2967
2021
Q3 		$1.64M Buy
84,027
+47,705
+131% +$920K ﹤0.01% 2205
2021
Q2 		$653K Buy
+36,322
New +$704K ﹤0.01% 2928

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return