SNEX — StoneX Group Inc.

Ownership history in Private Capital Management, LLC  ·  22 quarters on record

AI Ownership Summary

Private Capital Management, LLC reported StoneX Group Inc. (SNEX) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.56% in 2023 Q4. The latest visible filing shows SNEX at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SNEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Capital Management, LLC's position in StoneX Group Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SNEX was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.56% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SNEX stock page Private Capital Management, LLC fund profile Private Capital Management, LLC full holdings
How Private Capital Management, LLC held SNEX — position size vs. price
% of Fund (quarterly)    SNEX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 167,186 -1,189 -0.7% 1.46% $15.9M 2026-02-14 (Est.) $84.95
2025 Q3 REDUCED 168,375 -80,863 -32.4% 1.52% $17.0M 2025-11-14 $59.74
2025 Q2 REDUCED 249,238 -29,580 -10.6% 2.19% $22.7M 2025-08-14 $60.70
2025 Q1 ADDED 278,818 +87,417 +45.7% 2.33% $21.2M 2025-05-15 $57.72
2024 Q4 REDUCED 191,401 -104,992 -35.4% 1.97% $18.8M 2025-02-14 $52.11
2024 Q3 REDUCED 296,393 -117,204 -28.3% 2.60% $24.3M 2024-11-14 $42.58
2024 Q2 REDUCED 413,597 -134,372 -24.5% 3.62% $31.1M 2024-08-14 $34.87
2024 Q1 REDUCED 547,969 -7,603 -1.4% 4.31% $38.5M 2024-05-15 $33.42
2023 Q4 ADDED 555,572 +187,349 +50.9% 4.56% $41.0M 2024-02-14 $29.37
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About Private Capital Management, LLC and SNEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Private Capital Management, LLC reported owning SNEX?

Private Capital Management, LLC reported SNEX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SNEX position in Private Capital Management, LLC's portfolio?

The largest reported portfolio weight for SNEX was 4.56% in 2023 Q4.

What is the latest reported SNEX position on this page?

The most recent filing on this page is 2025 Q4, when Private Capital Management, LLC reported 167,186 shares, equal to 1.46% of portfolio, with an estimated market value of $15.9M.

What does the chart on this SNEX ownership page compare?

The chart compares Private Capital Management, LLC's quarterly SNEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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