SNEX — STONEX GROUP INC COM

Ownership history in Cornerstone Planning Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in STONEX GROUP INC COM (SNEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.0%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 254 +248 +4133.3% 0.01% $65K $100.92
2025 Q2 ADDED 6 +3 +100.0% 0.00% $582 $91.14
2025 Q1 INITIATED 3 — — 0.00% $251 $76.38
% of Fund (quarterly)    SNEX price (monthly, adj. close)

Other funds also holding SNEX

As of 2025 Q4 — sorted by position size

Nine Ten Capital Management LLC 3Y 7Y 11.97% AltraVue Capital, LLC 3Y 7Y 10.28% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 3.93% LRT Capital Management, LLC 3Y 3.34% ASHFORD CAPITAL MANAGEMENT INC 3Y 7Y 3.16% Van Berkom & Associates Inc. 3Y 7Y 3.14% 12th Street Asset Management Company, LLC 3Y 7Y 1.95% HENNESSY ADVISORS INC 3Y 7Y 1.73% Phocas Financial Corp. 3Y 7Y 1.72% Millington Financial Advisors, LLC 3Y 1.63%
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