SNEX STONEX GROUP INC

Ownership history in Van Berkom & Associates Inc.  ·  22 quarters on record

AI Ownership Summary

Van Berkom & Associates Inc. reported STONEX GROUP INC (SNEX) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.53% in 2024 Q4. The latest visible filing shows SNEX at 3.14% 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 Van Berkom & Associates Inc.'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 3.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.53% in 2024 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.

How Van Berkom & Associates Inc. 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 1,143,509 -56,829 -4.7% 3.14% $108.8M 2026-02-14 (Est.) $84.95
2025 Q3 ADDED 1,200,338 +3,363 +0.3% 3.50% $121.1M 2025-11-04 $56.75
2025 Q2 REDUCED 1,196,975 -211,684 -15.0% 3.25% $109.1M 2025-08-12 $61.64
2025 Q1 ADDED 1,408,659 +193,921 +16.0% 3.46% $107.6M 2025-05-07 $62.77
2024 Q4 REDUCED 1,214,738 -178,710 -12.8% 3.53% $119.0M 2025-02-03 $48.40
2024 Q3 REDUCED 1,393,448 -21,984 -1.6% 3.13% $114.1M 2024-11-04 $40.60
2024 Q2 ADDED 1,415,432 +21,608 +1.6% 3.18% $106.6M 2024-08-07 $33.82
2024 Q1 ADDED 1,393,824 +41,581 +3.1% 2.79% $97.9M 2024-05-13 $33.55
2023 Q4 ADDED 1,352,243 +349,621 +34.9% 2.90% $99.8M 2024-02-06 $29.19
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Van Berkom & Associates Inc. and SNEX

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

How long has Van Berkom & Associates Inc. reported owning SNEX?

Van Berkom & Associates Inc. reported SNEX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SNEX position in Van Berkom & Associates Inc.'s portfolio?

The largest reported portfolio weight for SNEX was 3.53% in 2024 Q4.

What is the latest reported SNEX position on this page?

The most recent filing on this page is 2025 Q4, when Van Berkom & Associates Inc. reported 1,143,509 shares, equal to 3.14% of portfolio, with an estimated market value of $108.8M.

What does the chart on this SNEX ownership page compare?

The chart compares Van Berkom & Associates Inc.'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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