SNEX — STONEX GROUP INC

Ownership history in USA FINANCIAL FORMULAS  ·  6 quarters on record

This page tracks every 13F SEC filing in which USA FINANCIAL FORMULAS reported a position in STONEX GROUP INC (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
0.36% (2022 Q3)
Avg. % of fund
0.1%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,079 -354 -24.7% 0.02% $109K $67.28
2025 Q2 ADDED 1,433 +2 +0.1% 0.02% $131K $60.76
2025 Q1 ADDED 1,431 +114 +8.7% 0.02% $109K $50.92
2024 Q4 ADDED 1,317 +485 +58.3% 0.02% $129K $43.54
2023 Q3 REDUCED 832 -1,949 -70.1% 0.14% $86K $28.72
2022 Q3 INITIATED 2,781 — — 0.36% $231K $24.57
% 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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