Navellier & Associates’s StoneX SNEX Stock Holding History

Navellier & Associates’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	$1M	Buy	12,440 +143	+1%	+$10.8K	0.1%	149
2025 Q4	$780K	Sell	12,297 -3,737	-23%	-$235K	0.09%	170
2025 Q3	$1.08M	Buy	16,034 +2,588	+19%	+$165K	0.11%	170
2025 Q2	$817K	Sell	13,446 -105	-0.8%	-$5.92K	0.1%	160
2025 Q1	$835K	Sell	13,551 -4,037	-23%	-$203K	0.12%	153
2024 Q4	$766K	Buy	17,588 +3,809	+28%	+$160K	0.09%	198
2024 Q3	$501K	Sell	13,779 -3,830	-22%	-$135K	0.07%	220
2024 Q2	$589K	Sell	17,609 -396	-2%	-$12.7K	0.07%	220
2024 Q1	$562K	Buy	+18,005	New	+$540K	0.07%	220
2016 Q1	–	Sell	-63,349	Closed	-$628K	–	288
2015 Q4	$628K	Sell	63,349 -6,807	-10%	-$65.1K	0.07%	108
2015 Q3	$513K	Sell	70,156 -159	-0.2%	-$1.34K	0.05%	155
2015 Q2	$693K	Buy	70,315 +5,566	+9%	+$56K	0.06%	155
2015 Q1	$570K	Buy	+64,749	New	+$466K	0.05%	183

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return