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Millington Financial Advisors’s StoneX SNEX Stock Holding History

Millington Financial Advisors’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 		$4.82M Sell
45,391
-484
-1% -$36.7K 2.03% 13
2025
Q4 		$3.69M Buy
45,875
+1,520
+3% +$95.6K 1.63% 15
2025
Q3 		$2.88M Buy
44,355
+247
+0.6% +$15.7K 1.4% 19
2025
Q2 		$2.81M Sell
44,108
-7,377
-14% -$416K 1.42% 20
2025
Q1 		$2.59M Buy
51,485
+133
+0.3% +$6.69K 1.59% 15
2024
Q4 		$2.49M Hold
51,352
– – 1.44% 22
2024
Q3 		$1.87M Buy
51,352
+2,167
+4% +$76.7K 1.16% 28
2024
Q2 		$1.65M Buy
49,185
+745
+2% +$23.8K 1.14% 27
2024
Q1 		$1.51M Buy
48,440
+2,738
+6% +$82.2K 1.08% 30
2023
Q4 		$1.5M Buy
45,702
+352
+0.8% +$10K 1.2% 24
2023
Q3 		$1.3M Buy
45,350
+1,482
+3% +$40.8K 1.17% 25
2023
Q2 		$1.08M Sell
43,868
-621
-1% -$16.6K 0.96% 34
2023
Q1 		$1.36M Sell
44,489
-1,215
-3% -$34.7K 1.26% 25
2022
Q4 		$1.29M Buy
+45,704
New +$1.27M 1.26% 22

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