Institutional Ownership Stone X Group Inc. (SNEX)
This table provides information about the institutional ownership of Stone X Group Inc. (SNEX). We have compiled data on the 389 institutions that hold shares in the stock, with a total of 38.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
40
shares
|
$3,584
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
39
shares
|
$3,494
0.0% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
36
shares
|
$3,225
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
36
shares
|
$3,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
32
shares
|
$2,867
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
29
shares
|
$2,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
27
shares
|
$2,419
0.0% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
22
shares
|
$1,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
21
shares
|
$1,881
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
19
shares
|
$1,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
16
shares
|
$1,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
15
shares
|
$1,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
12
shares
|
$1,075
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
11
shares
|
$985
0.0% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
10
shares
|
$896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
10
shares
|
$896
0.0% of portfolio
|
Q3 2025
Reduced 84.13%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
10
shares
|
$896
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
9
shares
|
$806
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
9
shares
|
$806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
8
shares
|
$716
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
6
shares
|
$537
0.0% of portfolio
|
Q2 2025
Reduced 88.68%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$537
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
6
shares
|
$537
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
4
shares
|
$358
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|