PWMG
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Private Wealth Management Group’s StoneX SNEX Stock Holding History

Private Wealth Management Group’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 		$15.9K Sell
197
-1
-0.5% -$76 ﹤0.01% 389
2025
Q4 		$12.6K Hold
198
– – ﹤0.01% 446
2025
Q3 		$13.3K Hold
198
– – ﹤0.01% 436
2025
Q2 		$12K Hold
198
– – ﹤0.01% 433
2025
Q1 		$10.1K Hold
198
– – ﹤0.01% 469
2024
Q4 		$8.62K Hold
198
– – ﹤0.01% 539
2024
Q3 		$7.21K Hold
198
– – ﹤0.01% 580
2024
Q2 		$6.63K Hold
198
– – ﹤0.01% 598
2024
Q1 		$6.18K Hold
198
– – ﹤0.01% 558
2023
Q4 		$6.5K Buy
+198
New +$5.64K ﹤0.01% 538

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return