Trust Company of Vermont’s StoneX SNEX Stock Holding History

Trust Company of Vermont’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	$1.4M	Hold	33,156	–	–	0.06%	172
2025 Q3	$1.49M	Hold	33,156	–	–	0.06%	160
2025 Q2	$1.34M	Sell	33,156 -2,754	-8%	-$104K	0.06%	168
2025 Q1	$1.22M	Buy	35,910 +4,050	+13%	+$136K	0.06%	174
2024 Q4	$925K	Hold	31,860	–	–	0.04%	192
2024 Q3	$773K	Sell	31,860 -675	-2%	-$15.9K	0.04%	198
2024 Q2	$726K	Sell	32,535 -844	-3%	-$18K	0.04%	197
2024 Q1	$695K	Sell	33,379 -1,181	-3%	-$23.6K	0.04%	202
2023 Q4	$756K	Sell	34,560 -2	-0%	-$38	0.05%	185
2023 Q3	$662K	Sell	34,562 -253	-0.7%	-$4.64K	0.04%	193
2023 Q2	$571K	Hold	34,815	–	–	0.04%	211
2023 Q1	$712K	Sell	34,815 -4,278	-11%	-$81.4K	0.05%	198
2022 Q4	$736K	Sell	39,093 -597	-2%	-$11K	0.05%	195
2022 Q3	$650K	Hold	39,690	–	–	0.05%	190
2022 Q2	$612K	Hold	39,690	–	–	0.05%	199
2022 Q1	$582K	Sell	39,690 -4,987	-11%	-$69.4K	0.04%	210
2021 Q4	$541K	Sell	44,677 -1,442	-3%	-$18.9K	0.03%	217
2021 Q3	$600K	Sell	46,119 -380	-0.8%	-$4.89K	0.04%	207
2021 Q2	$557K	Sell	46,499 -506	-1%	-$6.54K	0.04%	216
2021 Q1	$607K	Sell	47,005 -507	-1%	-$6.11K	0.05%	200
2020 Q4	$543K	Sell	47,512 -1,265	-3%	-$14.3K	0.04%	199
2020 Q3	$493K	Sell	48,777 -8,227	-14%	-$90K	0.05%	196
2020 Q2	$620K	Sell	57,004 -1,265	-2%	-$11K	0.06%	176
2020 Q1	$418K	Hold	58,269	–	–	0.04%	211
2019 Q4	$562K	Hold	58,269	–	–	0.04%	211
2019 Q3	$472K	Sell	58,269 -2,734	-4%	-$21.4K	0.04%	229
2019 Q2	$477K	Sell	61,003 -709	-1%	-$5.29K	0.04%	222
2019 Q1	$473K	Hold	61,712	–	–	0.04%	224
2018 Q4	$446K	Hold	61,712	–	–	0.04%	220
2018 Q3	$589K	Sell	61,712 -886	-1%	-$9.44K	0.05%	212
2018 Q2	$639K	Sell	62,598 -633	-1%	-$5.96K	0.06%	207
2018 Q1	$533K	Sell	63,231 -1,012	-2%	-$8.51K	0.05%	215
2017 Q4	$539K	Sell	64,243 -1,899	-3%	-$15.6K	0.05%	213
2017 Q3	$501K	Buy	66,142 +76	+0.1%	+$556	0.05%	219
2017 Q2	$493K	Hold	66,066	–	–	0.05%	225
2017 Q1	$495K	Hold	66,066	–	–	0.05%	214
2016 Q4	$517K	Buy	66,066 +56,953	+625%	+$442K	0.06%	204
2016 Q3	$70K	Buy	9,113 +4,050	+80%	+$26.8K	0.01%	396
2016 Q2	$27K	Hold	5,063	–	–	﹤0.01%	474
2016 Q1	$27K	Hold	5,063	–	–	﹤0.01%	475
2015 Q4	$33K	Hold	5,063	–	–	﹤0.01%	452
2015 Q3	$25K	Hold	5,063	–	–	﹤0.01%	498
2015 Q2	$33K	Hold	5,063	–	–	﹤0.01%	467
2015 Q1	$30K	Hold	5,063	–	–	﹤0.01%	475
2014 Q4	$21K	Hold	5,063	–	–	﹤0.01%	544
2014 Q3	$17K	Hold	5,063	–	–	﹤0.01%	577
2014 Q2	$20K	Hold	5,063	–	–	﹤0.01%	525
2014 Q1	$19K	Hold	5,063	–	–	﹤0.01%	524
2013 Q4	$18K	Hold	5,063	–	–	﹤0.01%	502
2013 Q3	$20K	Hold	5,063	–	–	﹤0.01%	472
2013 Q2	$17K	Buy	+5,063	New	+$17.2K	﹤0.01%	494

Other funds holding SNEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Trust Company of Vermont's SNEX Position: Q4 2025 in Review

Trust Company of Vermont held its StoneX (SNEX) position steady in Q4 2025 at 33,156 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #172.

Trust Company of Vermont first reported a position in SNEX in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.49M in Q3 2025. 361 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

Trust Company of Vermont held 33,156 shares of StoneX worth $1.4M as of Q4 2025.
Trust Company of Vermont left its StoneX share count unchanged in Q4 2025.
StoneX made up 0.06% of Trust Company of Vermont's portfolio in Q4 2025, its #172 holding.
Trust Company of Vermont first reported a position in StoneX in Q2 2013 and has held it in 51 quarters since.
Trust Company of Vermont's StoneX position peaked at $1.49M in Q3 2025.
361 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.