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Rothschild Investment LLC’s StoneX SNEX Stock Holding History

Rothschild Investment LLC’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 		$7.74K Buy
96
+1
+1% +$76 ﹤0.01% 1826
2025
Q4 		$5.99K Sell
95
-16
-14% -$1.01K ﹤0.01% 1795
2025
Q3 		$7.47K Sell
111
-26
-19% -$1.66K ﹤0.01% 1550
2025
Q2 		$8.29K Buy
137
+48
+54% +$2.71K ﹤0.01% 1289
2025
Q1 		$4.51K Buy
89
+10
+13% +$503 ﹤0.01% 1488
2024
Q4 		$3.43K Buy
79
+11
+16% +$462 ﹤0.01% 1505
2024
Q3 		$2.46K Buy
68
+45
+196% +$1.59K ﹤0.01% 1620
2024
Q2 		$753 Buy
23
+12
+109% +$384 ﹤0.01% 1818
2024
Q1 		$351 Buy
+11
New +$330 ﹤0.01% 1492

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VCM
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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