O'Brien Greene & Co’s StoneX SNEX Stock Holding History

O'Brien Greene & Co’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 Q2	$3.37M	Sell	42,711 -1,500	-3%	-$113K	0.93%	28
2026 Q1	$2.38M	Sell	44,211 -2	-0%	-$101	0.67%	32
2025 Q4	$1.87M	Hold	44,213	–	–	0.55%	38
2025 Q3	$1.98M	Hold	44,213	–	–	0.61%	37
2025 Q2	$1.79M	Sell	44,213 -675	-2%	-$25.4K	0.59%	40
2025 Q1	$1.52M	Sell	44,888 -6,750	-13%	-$226K	0.51%	44
2024 Q4	$1.5M	Hold	51,638	–	–	0.49%	45
2024 Q3	$1.25M	Hold	51,638	–	–	0.39%	50
2024 Q2	$1.15M	Hold	51,638	–	–	0.36%	52
2024 Q1	$1.07M	Hold	51,638	–	–	0.35%	53
2023 Q4	$1.13M	Hold	51,638	–	–	0.4%	49
2023 Q3	$989K	Hold	51,638	–	–	0.36%	49
2023 Q2	$847K	Hold	51,638	–	–	0.29%	60
2023 Q1	$1.06M	Hold	51,638	–	–	0.4%	49
2022 Q4	$972K	Sell	51,638 -103,275	-67%	-$1.91M	0.37%	51
2022 Q3	$2.54M	Buy	+154,913	New	+$2.65M	0.34%	53
2022 Q1	–	Sell	-64,800	Closed	-$784K	–	138
2021 Q4	$784K	Hold	64,800	–	–	0.26%	69
2021 Q3	$844K	Hold	64,800	–	–	0.31%	64
2021 Q2	$777K	Buy	64,800 +5,062	+8%	+$65.4K	0.28%	67
2021 Q1	$771K	Buy	59,738 +12,657	+27%	+$153K	0.31%	63
2020 Q4	$538K	Buy	+47,081	New	+$532K	0.22%	78

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

O'Brien Greene & Co's SNEX Position: Q2 2026 in Review

O'Brien Greene & Co reduced its StoneX (SNEX) stake by 3.4% in Q2 2026, selling an estimated $113K and leaving 42,711 shares worth $3.37M. The position accounts for 0.93% of the portfolio, ranked #28.

O'Brien Greene & Co first reported a position in SNEX in Q4 2020 and has held it in 21 quarters since. 472 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

O'Brien Greene & Co held 42,711 shares of StoneX worth $3.37M as of Q2 2026.
O'Brien Greene & Co sold 1,500 StoneX shares in Q2 2026, an estimated $113K.
StoneX made up 0.93% of O'Brien Greene & Co's portfolio in Q2 2026, its #28 holding.
O'Brien Greene & Co first reported a position in StoneX in Q4 2020 and has held it in 21 quarters since.
472 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.