SW
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Simplicity Wealth’s StoneX SNEX Stock Holding History

Simplicity Wealth’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 		$987K Sell
12,233
-28
-0.2% -$2.12K 0.06% 301
2025
Q4 		$778K Sell
12,261
-378
-3% -$23.8K 0.05% 330
2025
Q3 		$850K Sell
12,639
-248
-2% -$15.8K 0.05% 332
2025
Q2 		$783K Buy
12,887
+81
+0.6% +$4.57K 0.03% 375
2025
Q1 		$652K Sell
12,806
-4,148
-24% -$209K 0.05% 302
2024
Q4 		$738K Buy
16,954
+59
+0.3% +$2.48K 0.15% 116
2024
Q3 		$615K Buy
16,895
+2,517
+18% +$89K 0.06% 262
2024
Q2 		$481K Sell
14,378
-13
-0.1% -$416 0.01% 776
2024
Q1 		$449K Buy
+14,391
New +$432K 0.01% 774

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return