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West Oak Capital’s StoneX SNEX Stock Holding History

West Oak Capital’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
Q3 		– Sell
-450
Closed -$182 – 304
2025
Q2 		$182 Buy
+450
New +$16.9K 0.01% 216

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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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Oak Capital's SNEX Position: Q3 2025 in Review

West Oak Capital sold out of StoneX (SNEX) in Q3 2025, closing a stake of 450 shares — an estimated $182 sold.

West Oak Capital first reported a position in SNEX in Q2 2025 and held it in 1 quarter. The position peaked at $182 in Q2 2025. 369 funds tracked by Wall St. Rank hold SNEX as of Q3 2025.

  • West Oak Capital reported no remaining StoneX position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 450 StoneX shares in Q3 2025, an estimated $182.
  • West Oak Capital first reported a position in StoneX in Q2 2025 and held it in 1 quarter.
  • West Oak Capital's StoneX position peaked at $182 in Q2 2025.
  • 369 funds tracked by Wall St. Rank held StoneX as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.