Position in SNEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,193
+$1,720 QoQ
Shares Held
78
+34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MAI Capital Management holds $143,175,293 across 21 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
55,352 | $55,981,351 | |
| 2 | MS |
Morgan Stanley
|
210,130 | $43,925,574 | |
| 3 | SCHW |
Schwab Charles Corp
|
314,932 | $29,058,775 | |
| 4 | EVR |
Evercore Inc.
|
8,799 | $3,004,330 | |
| 5 | PJT |
PJT Partners Inc.
|
14,567 | $2,198,742 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
20,557 | $2,061,455 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
3,552 | $1,000,527 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
19,377 | $968,462 |
All Filings in SNEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,193 | 52 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,473 | 26 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,220 | 22 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,007 | 33 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $19,593 | 200 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||