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SJS Investment Consulting’s StoneX SNEX Stock Holding History

SJS Investment Consulting’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 		$1.05K Buy
13
+4
+44% +$303 ﹤0.01% 1451
2025
Q4 		$571 Hold
9
– – ﹤0.01% 1480
2025
Q3 		$606 Hold
9
– – ﹤0.01% 1168
2025
Q2 		$547 Sell
9
-6
-40% -$338 ﹤0.01% 1086
2025
Q1 		$764 Buy
15
+4
+36% +$201 ﹤0.01% 1094
2024
Q4 		$490 Buy
11
+2
+22% +$84 ﹤0.01% 1244
2024
Q3 		$328 Hold
9
– – ﹤0.01% 1428
2024
Q2 		$302 Hold
9
– – ﹤0.01% 1433
2024
Q1 		$282 Hold
9
– – ﹤0.01% 1427
2023
Q4 		$296 Sell
9
-1
-10% -$28 ﹤0.01% 1380
2023
Q3 		$291 Hold
10
– – ﹤0.01% 1384
2023
Q2 		$250 Buy
10
+3
+43% +$80 ﹤0.01% 1358
2023
Q1 		$208 Buy
+7
New +$200 ﹤0.01% 1352

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