UB
SNEX icon

UMB Bank’s StoneX SNEX Stock Holding History

UMB Bank’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 		$34K Buy
421
+1
+0.2% +$76 ﹤0.01% 1405
2025
Q4 		$26.6K Buy
420
+73
+21% +$4.59K ﹤0.01% 1460
2025
Q3 		$23.3K Buy
347
+66
+23% +$4.2K ﹤0.01% 1397
2025
Q2 		$17K Buy
281
+59
+27% +$3.33K ﹤0.01% 1431
2025
Q1 		$11.3K Buy
222
+76
+52% +$3.82K ﹤0.01% 1509
2024
Q4 		$6.37K Hold
146
– – ﹤0.01% 1620
2024
Q3 		$5.32K Buy
146
+69
+90% +$2.44K ﹤0.01% 1710
2024
Q2 		$2.56K Buy
77
+45
+141% +$1.44K ﹤0.01% 1677
2024
Q1 		$984 Buy
+32
New +$961 ﹤0.01% 1779

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