Yousif Capital Management’s StoneX SNEX Stock Holding History

Yousif Capital Management’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	$1.61M	Buy	20,010 +949	+5%	+$72K	0.02%	795
2025 Q4	$1.35M	Sell	19,061 -2,602	-12%	-$164K	0.01%	927
2025 Q3	$1.46M	Sell	21,663 -2,907	-12%	-$185K	0.02%	893
2025 Q2	$1.49M	Buy	24,570 +502	+2%	+$28.3K	0.02%	906
2025 Q1	$1.23M	Sell	24,068 -30	-0.1%	-$1.51K	0.01%	984
2024 Q4	$1.05M	Sell	24,098 -261	-1%	-$11K	0.01%	1122
2024 Q3	$886K	Sell	24,359 -137	-0.6%	-$4.85K	0.01%	1243
2024 Q2	$820K	Sell	24,496 -2,983	-11%	-$95.4K	0.01%	1239
2024 Q1	$858K	Sell	27,479 -2,442	-8%	-$73.3K	0.01%	1278
2023 Q4	$982K	Sell	29,921 -3,643	-11%	-$104K	0.01%	1224
2023 Q3	$964K	Sell	33,564 -1,627	-5%	-$44.8K	0.01%	1166
2023 Q2	$866K	Sell	35,191 -1,829	-5%	-$48.9K	0.01%	1229
2023 Q1	$1.14M	Sell	37,020 -3,932	-10%	-$112K	0.01%	1082
2022 Q4	$1.16M	Sell	40,952 -5,755	-12%	-$160K	0.02%	1091
2022 Q3	$1.15M	Sell	46,707 -796	-2%	-$20.4K	0.02%	1113
2022 Q2	$1.1M	Sell	47,503 -4,202	-8%	-$91K	0.01%	1184
2022 Q1	$1.14M	Buy	51,705 +358	+0.7%	+$7.47K	0.01%	1296
2021 Q4	$932K	Buy	+51,347	New	+$1.01M	0.01%	1406

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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