MTC
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Matrix Trust Company’s StoneX SNEX Stock Holding History

Matrix Trust Company’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
Q4 		– Sell
-286
Closed -$13K – 275
2025
Q3 		$13K Sell
286
-63
-18% -$2.67K ﹤0.01% 227
2025
Q2 		$14K Buy
+349
New +$13.1K ﹤0.01% 238

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Matrix Trust Company's SNEX Position: Q4 2025 in Review

Matrix Trust Company sold out of StoneX (SNEX) in Q4 2025, closing a stake of 286 shares — an estimated $13K sold.

Matrix Trust Company first reported a position in SNEX in Q2 2025 and held it in 2 quarters. The position peaked at $14K in Q2 2025. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • Matrix Trust Company reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
  • Matrix Trust Company sold 286 StoneX shares in Q4 2025, an estimated $13K.
  • Matrix Trust Company first reported a position in StoneX in Q2 2025 and held it in 2 quarters.
  • Matrix Trust Company's StoneX position peaked at $14K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Matrix Trust Company's 13F filing for Q4 2025, filed 13 Jan 2026.