Position in SNEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,441,240
+$973,349 QoQ
Shares Held
29,040
-36.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#142
of 471 holders
Holding Since
Jun 2024
9 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. SNEX ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
This page
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in SNEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,441,240 | 19,360 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,467,891 | 30,600 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,950,069 | 20,499 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,972,984 | 19,550 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,664,491 | 18,263 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $905,791 | 11,859 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $883,296 | 9,016 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $664,209 | 8,112 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $508,343 | 6,750 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||