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Parkworth Wealth Management’s StoneX SNEX Stock Holding History

Parkworth Wealth Management’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
Q2 		$91 Hold
2
– – ﹤0.01% 1159
2025
Q1 		$76 Sell
2
-1
-33% -$34 ﹤0.01% 1022
2024
Q4 		$98 Buy
+3
New +$84 ﹤0.01% 985

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Parkworth Wealth Management's SNEX Position: Q2 2025 in Review

Parkworth Wealth Management held its StoneX (SNEX) position steady in Q2 2025 at 2 shares worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Parkworth Wealth Management first reported a position in SNEX in Q4 2024 and has held it in 3 quarters since. The position peaked at $98 in Q4 2024. 349 funds tracked by Wall St. Rank hold SNEX as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of StoneX worth $91 as of Q2 2025.
  • Parkworth Wealth Management left its StoneX share count unchanged in Q2 2025.
  • StoneX made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1159 holding.
  • Parkworth Wealth Management first reported a position in StoneX in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's StoneX position peaked at $98 in Q4 2024.
  • 349 funds tracked by Wall St. Rank held StoneX as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.