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Pinnacle Wealth Management’s StoneX SNEX Stock Holding History

Pinnacle 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 		– Sell
-22,345
Closed -$759K – 62
2025
Q1 		$759K Buy
+22,345
New +$749K 0.85% 20

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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

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

Pinnacle Wealth Management sold out of StoneX (SNEX) in Q2 2025, closing a stake of 22,345 shares — an estimated $759K sold.

Pinnacle Wealth Management first reported a position in SNEX in Q1 2025 and held it in 1 quarter. The position peaked at $759K in Q1 2025. 349 funds tracked by Wall St. Rank hold SNEX as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining StoneX position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 22,345 StoneX shares in Q2 2025, an estimated $759K.
  • Pinnacle Wealth Management first reported a position in StoneX in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's StoneX position peaked at $759K in Q1 2025.
  • 349 funds tracked by Wall St. Rank held StoneX as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.