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Smith Shellnut Wilson’s StoneX SNEX Stock Holding History

Smith Shellnut Wilson’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
2025
Q3 		$418K Buy
6,219
+90
+1% +$5.73K 0.16% 87
2025
Q2 		$372K Hold
6,129
– – 0.16% 88
2025
Q1 		$312K Hold
6,129
– – 0.14% 106
2024
Q4 		$267K Buy
6,129
+135
+2% +$5.67K 0.12% 118
2024
Q3 		$218K Buy
+5,994
New +$212K 0.1% 140

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Shellnut Wilson's SNEX Position: Q3 2025 in Review

Smith Shellnut Wilson increased its StoneX (SNEX) stake by 1.5% in Q3 2025, buying an estimated $5.73K and bringing the position to 6,219 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #87.

Smith Shellnut Wilson first reported a position in SNEX in Q3 2024 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold SNEX as of Q3 2025.

  • Smith Shellnut Wilson held 6,219 shares of StoneX worth $418K as of Q3 2025.
  • Smith Shellnut Wilson bought 90 StoneX shares in Q3 2025, an estimated $5.73K.
  • StoneX made up 0.16% of Smith Shellnut Wilson's portfolio in Q3 2025, its #87 holding.
  • Smith Shellnut Wilson first reported a position in StoneX in Q3 2024 and has held it in 5 quarters since.
  • 369 funds tracked by Wall St. Rank held StoneX as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.