Chuck Royce’s SNEX Holdings & Trades

First Buy
Q3 2020
Duration Held
21 Quarters
Largest Add
Q3 2020
+348,998 Shares
Current Position
111,467 Shares
$11.25 M Value

Chuck Royce's SNEX Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 111,467 shares of StoneX Group Inc. (SNEX) worth $11.25 M, representing 0.11% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in SNEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 64,689 shares. Largest reduction occurred in Q2 2025, reducing 52,711 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's StoneX Group (SNEX) Holding Value Over Time

Track share changes against reported price movement

Quarterly StoneX Group (SNEX) Trades by Chuck Royce

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2020 +348,998 New Buy 348,998 $22.74
Q4 2020 -3,909 Reduce 1.12% 345,089 $25.73
Q3 2021 -22,500 Reduce 6.52% 322,589 $29.29
Q4 2021 +20,925 Add 6.49% 343,514 $27.22
Q1 2022 -38,475 Reduce 11.20% 305,039 $32.99
Q2 2022 -900 Reduce 0.30% 304,139 $34.70
Q3 2022 -9,000 Reduce 2.96% 295,139 $36.86
Q4 2022 -11,475 Reduce 3.89% 283,664 $42.36
Q1 2023 -28,734 Reduce 10.13% 254,930 $46.01
Q2 2023 -44,326 Reduce 17.39% 210,604 $36.92
Q3 2023 -2,924 Reduce 1.39% 207,680 $43.08
Q4 2023 -37,253 Reduce 17.94% 170,427 $49.22
Q2 2024 -3,000 Reduce 1.76% 167,427 $50.21
Q3 2024 +64,689 Add 38.64% 232,116 $54.59
Q4 2024 -10,074 Reduce 4.34% 222,042 $65.31
Q1 2025 -17,165 Reduce 7.73% 204,877 $76.38
Q2 2025 -52,711 Reduce 25.73% 152,166 $91.14
Q3 2025 -40,699 Reduce 26.75% 111,467 $100.92

Chuck Royce's StoneX Group Investment FAQs

Chuck Royce first purchased StoneX Group Inc. (SNEX) in Q3 2020, acquiring 348,998 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held StoneX Group Inc. (SNEX) for 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce's largest addition to StoneX Group Inc. (SNEX) was in Q3 2020, adding 348,998 shares worth $7.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 111,467 shares of StoneX Group Inc. (SNEX), valued at approximately $11.25 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, StoneX Group Inc. (SNEX) represents approximately 0.11% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce's peak holding in StoneX Group Inc. (SNEX) was 348,998 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.