Stephens Consulting’s StoneX SNEX Stock Holding History

Stephens 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
2025 Q2	–	Sell	-34	Closed	-$1.15K	–	1887
2025 Q1	$1.15K	Buy	+34	New	+$1.14K	﹤0.01%	587

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Stephens Consulting's SNEX Position: Q2 2025 in Review

Stephens Consulting sold out of StoneX (SNEX) in Q2 2025, closing a stake of 34 shares — an estimated $1.15K sold.

Stephens Consulting first reported a position in SNEX in Q1 2025 and held it in 1 quarter. The position peaked at $1.15K in Q1 2025. 349 funds tracked by Wall St. Rank hold SNEX as of Q2 2025.

Stephens Consulting reported no remaining StoneX position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 34 StoneX shares in Q2 2025, an estimated $1.15K.
Stephens Consulting first reported a position in StoneX in Q1 2025 and held it in 1 quarter.
Stephens Consulting's StoneX position peaked at $1.15K in Q1 2025.
349 funds tracked by Wall St. Rank held StoneX as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.