MAM
SNEX icon

Milestone Asset Management’s StoneX SNEX Stock Holding History

Milestone Asset Management’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
-42,021
Closed -$1.88M – 251
2025
Q3 		$1.88M Buy
+42,021
New +$1.78M 0.36% 56

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 $3.38T AUM 44.17% 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

Milestone Asset Management's SNEX Position: Q4 2025 in Review

Milestone Asset Management sold out of StoneX (SNEX) in Q4 2025, closing a stake of 42,021 shares — an estimated $1.88M sold.

Milestone Asset Management first reported a position in SNEX in Q3 2025 and held it in 1 quarter. The position peaked at $1.88M in Q3 2025. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • Milestone Asset Management reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
  • Milestone Asset Management sold 42,021 StoneX shares in Q4 2025, an estimated $1.88M.
  • Milestone Asset Management first reported a position in StoneX in Q3 2025 and held it in 1 quarter.
  • Milestone Asset Management's StoneX position peaked at $1.88M in Q3 2025.
  • 362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.