MFWM
SNEX icon

Motley Fool Wealth Management’s StoneX SNEX Stock Holding History

Motley Fool Wealth 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
2026
Q1 		$14.2M Sell
176,266
-61,508
-26% -$4.67M 1.61% 18
2025
Q4 		$15.1M Sell
237,774
-37,542
-14% -$2.36M 1.17% 21
2025
Q3 		$18.5M Sell
275,316
-33,258
-11% -$2.12M 1.26% 20
2025
Q2 		$18.7M Sell
308,574
-32,726
-10% -$1.85M 1.13% 24
2025
Q1 		$17.4M Sell
341,300
-30,708
-8% -$1.54M 1.03% 24
2024
Q4 		$16.3M Sell
372,008
-11,640
-3% -$489K 0.84% 32
2024
Q3 		$14M Sell
383,648
-5,755
-1% -$204K 0.7% 52
2024
Q2 		$13M Buy
389,403
+15,592
+4% +$499K 0.66% 52
2024
Q1 		$11.7M Sell
373,811
-2,873
-0.8% -$86.2K 0.6% 57
2023
Q4 		$12.3M Buy
376,684
+31,634
+9% +$901K 0.65% 52
2023
Q3 		$9.89M Sell
345,050
-1,208
-0.3% -$33.3K 0.57% 57
2023
Q2 		$8.52M Buy
346,258
+242,629
+234% +$6.49M 0.5% 62
2023
Q1 		$3.18M Buy
+103,629
New +$2.96M 0.2% 91

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T 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