Position in SNEX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,395,605
+$1,627,316 QoQ
Shares Held
44,601
+68.9% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Janney Montgomery Scott LLC holds $157,832,577 across 23 Capital Markets names. SNEX ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
427,904 | $70,420,161 | |
| 2 | SCHW |
Schwab Charles Corp
|
445,881 | $41,903,896 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
199,570 | $13,385,159 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
103,423 | $7,167,213 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
19,661 | $5,914,618 | |
| 6 | SNEX |
StoneX Group Inc.
This page
|
44,601 | $5,395,605 | |
| 7 | LAZ |
Lazard, Inc.
|
70,653 | $3,001,339 | |
| 8 | MC |
Moelis & Co
|
49,620 | $2,828,340 |
All Filings in SNEX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,395,605 | 44,601 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,768,289 | 26,408 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,232,433 | 27,959 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,994,119 | 29,216 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,439,505 | 30,021 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,030,651 | 20,623 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,595,799 | 21,135 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,162,488 | 19,143 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,976,169 | 18,751 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,011,791 | 18,166 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,648,897 | 11,342 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,307,388 | 10,491 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,512,420 | 9,739 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,309,563 | 9,161 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,099,783 | 8,840 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $960,028 | 8,198 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $878,624 | 7,891 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $573,941 | 6,247 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $571,945 | 5,786 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $506,624 | 5,567 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $517,320 | 5,275 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $445,194 | 5,126 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||