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Tortoise Investment Management’s StoneX SNEX Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-2
Closed -$101 – 1255
2025
Q3 		$101 Buy
+2
New +$85 ﹤0.01% 1386

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Tortoise Investment Management's SNEX Position: Q4 2025 in Review

Tortoise Investment Management sold out of StoneX (SNEX) in Q4 2025, closing a stake of 2 shares — an estimated $101 sold.

Tortoise Investment Management first reported a position in SNEX in Q3 2025 and held it in 1 quarter. The position peaked at $101 in Q3 2025. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • Tortoise Investment Management reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 StoneX shares in Q4 2025, an estimated $101.
  • Tortoise Investment Management first reported a position in StoneX in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's StoneX position peaked at $101 in Q3 2025.
  • 362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.