SNEX — StoneX Group, Inc.

Ownership history in Yorktown Management & Research Co Inc  ·  15 quarters on record

This page tracks every 13F SEC filing in which Yorktown Management & Research Co Inc 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
0.91% (2025 Q2)
Avg. % of fund
0.58%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 10,500 — 0% 0.80% $999K $95.13
2025 Q3 UNCHANGED 10,500 — 0% 0.84% $1.1M $100.92
2025 Q2 UNCHANGED 10,500 — 0% 0.91% $957K $91.14
2025 Q1 ADDED 10,500 +5,700 +118.8% 0.87% $802K $76.38
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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