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Principal Securities’s StoneX SNEX Stock Holding History

Principal 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
Q4 		– Sell
-644
Closed -$28.9K – 3202
2025
Q3 		$28.9K Buy
644
+153
+31% +$6.49K ﹤0.01% 2236
2025
Q2 		$19.9K Buy
+491
New +$18.5K ﹤0.01% 2323
2024
Q1 		– Sell
-209
Closed -$4.58K – 3381
2023
Q4 		$4.58K Buy
+209
New +$3.97K ﹤0.01% 2560

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
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
State Street
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Principal Securities's SNEX Position: Q4 2025 in Review

Principal Securities sold out of StoneX (SNEX) in Q4 2025, closing a stake of 644 shares — an estimated $28.9K sold.

Principal Securities first reported a position in SNEX in Q4 2023 and held it in 3 quarters. The position peaked at $28.9K in Q3 2025. 361 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • Principal Securities reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 644 StoneX shares in Q4 2025, an estimated $28.9K.
  • Principal Securities first reported a position in StoneX in Q4 2023 and held it in 3 quarters.
  • Principal Securities's StoneX position peaked at $28.9K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.