Rise Advisors’s StoneX SNEX Stock Holding History

Rise Advisors’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	-286	Closed	-$12.8K	–	1228
2025 Q3	$12.8K	Hold	286	–	–	﹤0.01%	859
2025 Q2	$11.6K	Hold	286	–	–	﹤0.01%	893
2025 Q1	$9.7K	Buy	+286	New	+$9.59K	﹤0.01%	989

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Rise Advisors's SNEX Position: Q4 2025 in Review

Rise Advisors sold out of StoneX (SNEX) in Q4 2025, closing a stake of 286 shares — an estimated $12.8K sold.

Rise Advisors first reported a position in SNEX in Q1 2025 and held it in 3 quarters. The position peaked at $12.8K in Q3 2025. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

Rise Advisors reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 286 StoneX shares in Q4 2025, an estimated $12.8K.
Rise Advisors first reported a position in StoneX in Q1 2025 and held it in 3 quarters.
Rise Advisors's StoneX position peaked at $12.8K in Q3 2025.
362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.