MAS
SNEX icon

MPWM Advisory Solutions’s StoneX SNEX Stock Holding History

MPWM Advisory Solutions’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 		– Sell
-203
Closed -$8.56K – 600
2025
Q4 		$8.56K Buy
+203
New +$8.51K ﹤0.01% 339

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

MPWM Advisory Solutions's SNEX Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of StoneX (SNEX) in Q1 2026, closing a stake of 203 shares — an estimated $8.56K sold.

MPWM Advisory Solutions first reported a position in SNEX in Q4 2025 and held it in 1 quarter. The position peaked at $8.56K in Q4 2025. 389 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • MPWM Advisory Solutions reported no remaining StoneX position as of Q1 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 203 StoneX shares in Q1 2026, an estimated $8.56K.
  • MPWM Advisory Solutions first reported a position in StoneX in Q4 2025 and held it in 1 quarter.
  • MPWM Advisory Solutions's StoneX position peaked at $8.56K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.