PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Position in SNEX — StoneX Group Inc.
CIK 1238990
EDINA, MN
Position in SNEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$82,249,665
+$6,149,972 QoQ
Shares Held
1,041,135
-26.4% QoQ
Ownership
0.863%
of shares outstanding
% of Portfolio
4.12%
of 13F equity value
Holder Rank
#23
of 471 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $84,695,629 across 2 Capital Markets names. SNEX ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
This page
|
1,041,135 | $82,249,665 | |
| 2 | HGBL |
Heritage Global Inc.
|
2,021,458 | $2,445,964 |
All Filings in SNEX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,249,665 | 694,090 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,099,693 | 943,579 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,336,343 | 707,835 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $71,739,231 | 710,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $66,206,520 | 726,426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,428,426 | 843,524 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $76,002,746 | 775,777 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,782,116 | 815,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,891,293 | 808,541 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $58,401,228 | 831,215 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $61,236,572 | 829,425 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $52,203,170 | 538,621 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $42,406,616 | 510,430 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $51,171,743 | 494,269 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $47,792,590 | 501,496 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $45,229,311 | 545,326 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,430,782 | 581,925 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $44,806,218 | 603,614 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,849,207 | 601,618 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $39,351,640 | 597,141 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,996,853 | 593,322 | Shares | Sole | 2021-09-10 | |
| 2021-03-31 | $39,943,487 | 610,942 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $34,370,370 | 593,618 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $32,550,975 | 636,257 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||