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 Q1	$2.38M	Sell	29,474 -1	-0%	-$76	0.67%	32
2025 Q4	$1.87M	Hold	29,475	–	–	0.55%	38
2025 Q3	$1.98M	Hold	29,475	–	–	0.61%	37
2025 Q2	$1.79M	Sell	29,475 -450	-2%	-$25.4K	0.59%	40
2025 Q1	$1.52M	Sell	29,925 -4,500	-13%	-$226K	0.51%	44
2024 Q4	$1.5M	Hold	34,425	–	–	0.49%	45
2024 Q3	$1.25M	Hold	34,425	–	–	0.39%	50
2024 Q2	$1.15M	Hold	34,425	–	–	0.36%	52
2024 Q1	$1.07M	Hold	34,425	–	–	0.35%	53
2023 Q4	$1.13M	Hold	34,425	–	–	0.4%	49
2023 Q3	$989K	Hold	34,425	–	–	0.36%	49
2023 Q2	$847K	Hold	34,425	–	–	0.29%	60
2023 Q1	$1.06M	Hold	34,425	–	–	0.4%	49
2022 Q4	$972K	Sell	34,425 -68,850	-67%	-$1.91M	0.37%	51
2022 Q3	$2.54M	Buy	+103,275	New	+$2.65M	0.34%	53
2022 Q1	–	Sell	-43,200	Closed	-$784K	–	138
2021 Q4	$784K	Hold	43,200	–	–	0.26%	69
2021 Q3	$844K	Hold	43,200	–	–	0.31%	64
2021 Q2	$777K	Buy	43,200 +3,375	+8%	+$65.4K	0.28%	67
2021 Q1	$771K	Buy	39,825 +8,437	+27%	+$153K	0.31%	63
2020 Q4	$538K	Buy	+31,388	New	+$532K	0.22%	78

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