UFF
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USA Financial Formulas’s StoneX SNEX Stock Holding History

USA Financial Formulas’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
-1,619
Closed -$109K – 467
2025
Q3 		$109K Sell
1,619
-531
-25% -$33.8K 0.02% 192
2025
Q2 		$131K Buy
2,150
+3
+0.1% +$169 0.02% 165
2025
Q1 		$109K Sell
2,147
-816
-28% -$41.1K 0.02% 173
2024
Q4 		$129K Buy
+2,963
New +$124K 0.02% 196
2023
Q4 		– Sell
-2,683
Closed -$77.1K – 519
2023
Q3 		$77.1K Hold
2,683
– – 0.12% 173
2023
Q2 		$66K Sell
2,683
-125
-4% -$3.35K 0.1% 144
2023
Q1 		$86.1K Buy
+2,808
New +$80.1K 0.14% 90
2022
Q3 		$231K Buy
+9,386
New +$241K 0.36% 50
2015
Q3 		– Sell
-32,056
Closed -$316K – 186
2015
Q2 		$316K Buy
+32,056
New +$322K 0.1% 175

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T 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
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
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