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NBC Securities’s StoneX SNEX Stock Holding History

NBC Securities’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
Q3 		– Sell
-76,568
Closed -$3.1M – 2867
2025
Q2 		$3.1M Buy
76,568
+786
+1% +$29.5K 0.25% 93
2025
Q1 		$2.57M Buy
75,782
+75,704
+97,056% +$2.54M 0.22% 100
2024
Q4 		$2.31K Sell
78
-78,441
-100% -$2.2M 0.21% 104
2024
Q3 		$1.9M Buy
78,519
+4,600
+6% +$108K 0.16% 126
2024
Q2 		$1.65M Buy
73,919
+1,329
+2% +$28.3K 0.15% 139
2024
Q1 		$1.51M Buy
72,590
+7,331
+11% +$147K 0.14% 149
2023
Q4 		$1.43M Sell
65,259
-9,691
-13% -$184K 0.14% 140
2023
Q3 		$1.43M Buy
+74,950
New +$1.38M 0.16% 129

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 $3.37T AUM 44.26% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NBC Securities's SNEX Position: Q3 2025 in Review

NBC Securities sold out of StoneX (SNEX) in Q3 2025, closing a stake of 76,568 shares — an estimated $3.1M sold.

NBC Securities first reported a position in SNEX in Q3 2023 and held it in 8 quarters. The position peaked at $3.1M in Q2 2025. 369 funds tracked by Wall St. Rank hold SNEX as of Q3 2025.

  • NBC Securities reported no remaining StoneX position as of Q3 2025 after selling out during the quarter.
  • NBC Securities sold 76,568 StoneX shares in Q3 2025, an estimated $3.1M.
  • NBC Securities first reported a position in StoneX in Q3 2023 and held it in 8 quarters.
  • NBC Securities's StoneX position peaked at $3.1M in Q2 2025.
  • 369 funds tracked by Wall St. Rank held StoneX as of Q3 2025.

Based on NBC Securities's 13F filing for Q3 2025, filed 14 Nov 2025.