MassMutual Private Wealth & Trust’s StoneX SNEX Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	$10.3K	Buy	87 +28	+47%	+$3.15K	﹤0.01%	1401
2026 Q1	$4.76K	Sell	59 -1	-2%	-$76	﹤0.01%	1696
2025 Q4	$3.81K	Hold	60	–	–	﹤0.01%	1793
2025 Q3	$4.04K	Buy	60 +12	+25%	+$764	﹤0.01%	1755
2025 Q2	$2.92K	Hold	48	–	–	﹤0.01%	1836
2025 Q1	$2.48K	Buy	48 +1	+2%	+$50	﹤0.01%	1851
2024 Q4	$2.06K	Hold	47	–	–	﹤0.01%	1831
2024 Q3	$1.72K	Hold	47	–	–	﹤0.01%	1692
2024 Q2	$1.58K	Sell	47 -5	-10%	-$160	﹤0.01%	1707
2024 Q1	$1.62K	Sell	52 -2	-4%	-$60	﹤0.01%	1604
2023 Q4	$1.77K	Sell	54 -41	-43%	-$1.17K	﹤0.01%	1542
2023 Q3	$2.71K	Buy	95 +34	+56%	+$936	﹤0.01%	1416
2023 Q2	$1.5K	Buy	61 +14	+30%	+$375	﹤0.01%	1551
2023 Q1	$1.45K	Sell	47 -10	-18%	-$285	﹤0.01%	1506
2022 Q4	$2K	Buy	57 +40	+235%	+$1.11K	﹤0.01%	1330
2022 Q3	$0	Sell	17 -111	-87%	-$2.85K	﹤0.01%	1799
2022 Q2	$3K	Hold	128	–	–	﹤0.01%	1076
2022 Q1	$3K	Hold	128	–	–	﹤0.01%	1089
2021 Q4	$2K	Sell	128 -132	-51%	-$2.6K	﹤0.01%	1123
2021 Q3	$5K	Buy	260 +64	+33%	+$1.24K	﹤0.01%	896
2021 Q2	$4K	Buy	196 +68	+53%	+$1.32K	﹤0.01%	908
2021 Q1	$2K	Buy	+128	New	+$2.31K	﹤0.01%	897

Other funds holding SNEX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return