Position in SNEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$582,427
+$178,371 QoQ
Shares Held
7,372
-1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 471 holders
Holding Since
Sep 2020
12 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, 2026Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. SNEX ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
554,130 | $51,129,575 | |
| 2 | MS |
Morgan Stanley
|
206,921 | $43,254,765 | |
| 3 | GS |
Goldman Sachs Group Inc
|
15,056 | $15,227,186 | |
| 4 | XP |
XP Inc.
|
389,125 | $6,327,172 | |
| 5 | EVR |
Evercore Inc.
|
8,637 | $2,949,017 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
27,303 | $2,737,944 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,972 | $2,678,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
176,939 | $1,553,524 |
All Filings in SNEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,427 | 4,915 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $404,056 | 5,010 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $319,256 | 3,356 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $386,624 | 3,831 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $340,043 | 3,731 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $255,949 | 3,351 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $219,353 | 2,239 | Shares | Sole | 2025-01-16 | |
| 2021-09-30 | $669,544 | 10,160 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $618,834 | 10,200 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $666,223 | 10,190 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $589,999 | 10,190 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $511,601 | 10,000 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||