SSWM
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Sheets Smith Wealth Management’s StoneX SNEX Stock Holding History

Sheets Smith Wealth Management’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
Q2 		$1.64M Buy
13,871
+244
+2% +$27.5K 0.16% 130
2026
Q1 		$1.1M Sell
13,627
-4
-0% -$303 0.12% 172
2025
Q4 		$864K Hold
13,631
– – 0.09% 197
2025
Q3 		$917K Buy
13,631
+428
+3% +$27.2K 0.1% 190
2025
Q2 		$802K Buy
13,203
+270
+2% +$15.2K 0.09% 203
2025
Q1 		$659K Buy
12,933
+569
+5% +$28.6K 0.08% 210
2024
Q4 		$538K Buy
12,364
+511
+4% +$21.5K 0.07% 254
2024
Q3 		$431K Buy
11,853
+56
+0.5% +$1.98K 0.05% 273
2024
Q2 		$395K Buy
11,797
+4,597
+64% +$147K 0.05% 278
2024
Q1 		$225K Buy
+7,200
New +$216K 0.03% 355

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM