SWMG »

Stonex Group shares owned by SWMG

Quarter-by-quarter ownership of Stonex Group (SNEX) shares owned by SWMG from 13F filings

Historical chart of SWMG investment in Stonex Group

Tip: Access up to 7 years of quarterly data

All positions including Stonex Group held by SWMG consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stonex Group by SWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 2.5k 99.77
2025-06-30 $236k 2.5k 94.58

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Total Usd (IUSB)

View all positions for SWMG

Top funds holding Stonex Group

BlackRock
Vanguard Group
American Century Companies
State Street Corporation
Dimensional Fund Advisors
AltraVue Capital
T. Rowe Price Investment Management
Van Berkom & Associates
Geode Capital Management
Ameriprise Financial
Rockefeller Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Punch & Associates Investment Management
Champlain Investment Partners

View all funds holding Stonex Group