ZIM
SNEX icon

Zacks Investment Management’s StoneX SNEX Stock Holding History

Zacks Investment 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 		$3.52M Buy
43,690
+8,672
+25% +$658K 0.03% 268
2025
Q4 		$2.22M Sell
35,018
-4,035
-10% -$254K 0.02% 330
2025
Q3 		$2.63M Buy
39,053
+35,544
+1,013% +$2.26M 0.02% 299
2025
Q2 		$213K Sell
3,509
-607
-15% -$34.2K ﹤0.01% 626
2025
Q1 		$210K Buy
+4,116
New +$207K ﹤0.01% 609
2024
Q3 		– Sell
-13,376
Closed -$448K – 766
2024
Q2 		$448K Sell
13,376
-176
-1% -$5.63K 0.01% 461
2024
Q1 		$423K Buy
13,552
+72
+0.5% +$2.16K ﹤0.01% 495
2023
Q4 		$442K Buy
13,480
+3,098
+30% +$88.3K 0.01% 480
2023
Q3 		$298K Buy
10,382
+1,749
+20% +$48.2K ﹤0.01% 512
2023
Q2 		$213K Sell
8,633
-1,252
-13% -$33.5K ﹤0.01% 590
2023
Q1 		$303K Buy
9,885
+2,764
+39% +$78.9K ﹤0.01% 516
2022
Q4 		$201K Buy
+7,121
New +$198K ﹤0.01% 566

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