Riverwater Partners’s StoneX SNEX Stock Holding History

Riverwater Partners’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	$3.71M	Buy	46,032 +2,070	+5%	+$157K	1.24%	13
2025 Q4	$2.79M	Hold	43,962	–	–	1.08%	20
2025 Q3	$2.96M	Hold	43,962	–	–	1.23%	15
2025 Q2	$2.67M	Sell	43,962 -20,912	-32%	-$1.18M	1.26%	16
2025 Q1	$3.3M	Buy	64,874 +4	+0%	+$201	1.7%	8
2024 Q4	$2.82M	Buy	64,870 +74	+0.1%	+$3.11K	1.37%	13
2024 Q3	$2.35M	Buy	+64,796	New	+$2.29M	1.16%	17
2023 Q3	–	Sell	-26,328	Closed	-$648K	–	208
2023 Q2	$648K	Sell	26,328 -24,327	-48%	-$651K	0.57%	51
2023 Q1	$1.55M	Buy	50,655 +425	+0.8%	+$12.1K	1.43%	8
2022 Q4	$1.42M	Buy	50,230 +2,315	+5%	+$64.2K	1.21%	11
2022 Q3	$1.18M	Buy	47,915 +287	+0.6%	+$7.36K	1.18%	13
2022 Q2	$1.1M	Buy	47,628 +3,675	+8%	+$79.6K	1.11%	14
2022 Q1	$967K	Sell	43,953 -2,578	-6%	-$53.8K	1.59%	13
2021 Q4	$844K	Buy	+46,531	New	+$915K	0.75%	37

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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