ZACKS INVESTMENT MANAGEMENT

Position in SNEX — StoneX Group Inc.

CIK 1086483 Chicago, IL

Position in SNEX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,466,760

+$1,943,161 QoQ

Shares Held

69,200

+5.6% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#119

of 469 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $130,945,669 across 8 Capital Markets names. SNEX ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	255,287	$53,365,194
2	GS	Goldman Sachs Group Inc	44,196	$44,698,508
3	HOOD	Robinhood Markets, Inc.	203,095	$20,366,366
4	EVR	Evercore Inc.	18,059	$6,166,064
5	SNEX	StoneX Group Inc. This page	69,200	$5,466,760
6	SCHW	Schwab Charles Corp	4,631	$427,302
7	MRX	Marex Group Ltd	4,159	$253,491
8	SF	Stifel Financial Corp	2,895	$201,984

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,466,760	46,133	+5.6%	Shares	Sole	2026-08-13
2026-03-31	$3,523,599	43,690	+87.1%	Shares	Sole	2026-05-14
2025-12-31	$2,220,809	23,345	-10.3%	Shares	Sole	2026-02-17
2025-09-30	$2,627,450	26,035	+1013.1%	Shares	Sole	2025-11-14
2025-06-30	$213,176	2,339	-14.8%	Shares	Sole	2025-08-12
2025-03-31	$209,586	2,744	-53.8%	Shares	Sole	2025-05-14
2024-06-30	$447,718	5,945	-1.3%	Shares	Sole	2024-08-14
2024-03-31	$423,176	6,023	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$442,316	5,991	+94.8%	Shares	Sole	2024-02-14
2023-09-30	$298,126	3,076	+20.3%	Shares	Sole	2023-11-14
2023-06-30	$212,519	2,558	-12.7%	Shares	Sole	2023-08-15
2023-03-31	$303,239	2,929	+38.8%	Shares	Sole	2023-05-15
2022-12-31	$201,083	2,110	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.