RFG Advisory’s StoneX SNEX Stock Holding History

RFG Advisory’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	-5,659	Closed	-$254K	–	1034
2025 Q3	$254K	Buy	+5,659	New	+$240K	0.01%	859

Other funds holding SNEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

RFG Advisory's SNEX Position: Q4 2025 in Review

RFG Advisory sold out of StoneX (SNEX) in Q4 2025, closing a stake of 5,659 shares — an estimated $254K sold.

RFG Advisory first reported a position in SNEX in Q3 2025 and held it in 1 quarter. The position peaked at $254K in Q3 2025. 361 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

RFG Advisory reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
RFG Advisory sold 5,659 StoneX shares in Q4 2025, an estimated $254K.
RFG Advisory first reported a position in StoneX in Q3 2025 and held it in 1 quarter.
RFG Advisory's StoneX position peaked at $254K in Q3 2025.
361 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on RFG Advisory's 13F filing for Q4 2025, filed 3 Feb 2026.