BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in SNEX — StoneX Group Inc.
CIK 1352860
BLUE BELL, PA
Position in SNEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,480
New position
Shares Held
120
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#419
of 469 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $717,593 across 10 Capital Markets names. SNEX ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,197 | $459,260 | |
| 2 | GS |
Goldman Sachs Group Inc
|
193 | $195,194 | |
| 3 | SCHW |
Schwab Charles Corp
|
215 | $19,838 | |
| 4 | HIVE |
HIVE Digital Technologies Ltd.
|
4,508 | $16,409 | |
| 5 | HUT |
Hut 8 Corp.
|
83 | $9,581 | |
| 6 | SNEX |
StoneX Group Inc.
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|
120 | $9,480 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
84 | $2,299 | |
| 8 | PJT |
PJT Partners Inc.
|
13 | $1,962 |
All Filings in SNEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,480 | 80 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||