MassMutual Private Wealth & Trust
SNEX icon

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
Q3 		$8.66K Buy
134
+3
+2% +$213 ﹤0.01% 1386
2026
Q2 		$10.3K Buy
131
+42
+47% +$3.15K ﹤0.01% 1401
2026
Q1 		$4.76K Sell
89
-1
-1% -$51 ﹤0.01% 1696
2025
Q4 		$3.8K Hold
90
– – ﹤0.01% 1793
2025
Q3 		$4.04K Buy
90
+18
+25% +$764 ﹤0.01% 1755
2025
Q2 		$2.92K Hold
72
– – ﹤0.01% 1836
2025
Q1 		$2.48K Buy
72
+1
+1% +$34 ﹤0.01% 1851
2024
Q4 		$2.06K Hold
71
– – ﹤0.01% 1831
2024
Q3 		$1.72K Hold
71
– – ﹤0.01% 1692
2024
Q2 		$1.58K Sell
71
-7
-9% -$149 ﹤0.01% 1707
2024
Q1 		$1.62K Sell
78
-3
-4% -$60 ﹤0.01% 1604
2023
Q4 		$1.77K Sell
81
-61
-43% -$1.16K ﹤0.01% 1542
2023
Q3 		$2.71K Buy
142
+51
+56% +$936 ﹤0.01% 1416
2023
Q2 		$1.5K Buy
91
+20
+28% +$357 ﹤0.01% 1551
2023
Q1 		$1.45K Sell
71
-15
-17% -$285 ﹤0.01% 1506
2022
Q4 		$2K Buy
86
+61
+244% +$1.13K ﹤0.01% 1330
2022
Q3 		$0 Sell
25
-167
-87% -$2.86K ﹤0.01% 1795
2022
Q2 		$3K Hold
192
– – ﹤0.01% 1076
2022
Q1 		$3K Hold
192
– – ﹤0.01% 1089
2021
Q4 		$2K Sell
192
-198
-51% -$2.6K ﹤0.01% 1123
2021
Q3 		$5K Buy
390
+96
+33% +$1.24K ﹤0.01% 896
2021
Q2 		$4K Buy
294
+102
+53% +$1.32K ﹤0.01% 908
2021
Q1 		$2K Buy
+192
New +$2.32K ﹤0.01% 897

Other funds holding SNEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

MassMutual Private Wealth & Trust's SNEX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its StoneX (SNEX) stake by 2.3% in Q3 2026, buying an estimated $213 and bringing the position to 134 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

MassMutual Private Wealth & Trust first reported a position in SNEX in Q1 2021 and has held it in 23 quarters since. The position peaked at $10.3K in Q2 2026. 264 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • MassMutual Private Wealth & Trust held 134 shares of StoneX worth $8.66K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 3 StoneX shares in Q3 2026, an estimated $213.
  • StoneX made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1386 holding.
  • MassMutual Private Wealth & Trust first reported a position in StoneX in Q1 2021 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's StoneX position peaked at $10.3K in Q2 2026.
  • 264 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.