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Ridgewood Investments’s StoneX SNEX Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-1,013
Closed -$41K – 604
2025
Q2 		$41K Hold
1,013
– – 0.02% 360
2025
Q1 		$34.4K Hold
1,013
– – 0.02% 365
2024
Q4 		$29.4K Hold
1,013
– – 0.01% 384
2024
Q3 		$24.6K Hold
1,013
– – 0.01% 409
2024
Q2 		$22.6K Buy
+1,013
New +$21.6K 0.01% 428
2023
Q3 		– Sell
-1,013
Closed -$16.6K – 658
2023
Q2 		$16.6K Hold
1,013
– – 0.01% 462
2023
Q1 		$20.7K Buy
+1,013
New +$19.3K 0.01% 456

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ridgewood Investments's SNEX Position: Q3 2025 in Review

Ridgewood Investments sold out of StoneX (SNEX) in Q3 2025, closing a stake of 1,013 shares — an estimated $41K sold.

Ridgewood Investments first reported a position in SNEX in Q1 2023 and held it in 7 quarters. The position peaked at $41K in Q2 2025. 369 funds tracked by Wall St. Rank hold SNEX as of Q3 2025.

  • Ridgewood Investments reported no remaining StoneX position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,013 StoneX shares in Q3 2025, an estimated $41K.
  • Ridgewood Investments first reported a position in StoneX in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's StoneX position peaked at $41K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held StoneX as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.