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Wealthspire Advisors (New York)’s StoneX SNEX Stock Holding History

Wealthspire Advisors (New York)’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
-479
Closed -$21.5K – 2606
2025
Q3 		$21.5K Buy
+479
New +$20.3K ﹤0.01% 1647

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $3.1B AUM 12.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s SNEX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of StoneX (SNEX) in Q4 2025, closing a stake of 479 shares — an estimated $21.5K sold.

Wealthspire Advisors (New York) first reported a position in SNEX in Q3 2025 and held it in 1 quarter. The position peaked at $21.5K in Q3 2025. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 479 StoneX shares in Q4 2025, an estimated $21.5K.
  • Wealthspire Advisors (New York) first reported a position in StoneX in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s StoneX position peaked at $21.5K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.