Focus Partners Wealth

Position in SNEX — StoneX Group Inc.

CIK 1542153 ST LOUIS, MO

Position in SNEX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,466,933

+$986,521 QoQ

Shares Held

31,227

+13.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#162

of 471 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $719,342,910 across 26 Capital Markets names. SNEX ranks #13 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	257,173	$260,097,057
2	SCHW	Schwab Charles Corp	2,498,544	$230,540,654
3	MS	Morgan Stanley	345,268	$72,174,822
4	VIRT	Virtu Financial, Inc.	1,051,137	$62,616,231
5	TW	Tradeweb Markets Inc.	392,874	$39,153,822
6	EVR	Evercore Inc.	32,650	$11,148,016
7	JEF	Jefferies Financial Group Inc.	218,333	$10,912,283
8	HOOD	Robinhood Markets, Inc.	80,655	$8,088,083

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,466,933	20,818	+13.4%	Shares	Sole	2026-08-12
2026-03-31	$1,480,412	18,356	+42.1%	Shares	Sole	2026-05-15
2025-12-31	$1,228,794	12,917	+9.3%	Shares	Sole	2026-02-13
2025-09-30	$1,192,368	11,815	-2.1%	Shares	Sole	2025-11-14
2025-06-30	$1,099,696	12,066	+0.0%	Shares	Sole	2025-08-14
2025-03-31	$921,143	12,060	+48.7%	Shares	Sole	2025-05-20
2024-12-31	$794,437	8,109	+2.1%	Shares	Sole	2025-05-20
2024-09-30	$650,535	7,945	-50.0%	Shares	Sole	2024-11-14
2024-06-30	$1,196,224	15,884	+278.2%	Shares	Sole	2024-08-15
2024-03-31	$295,092	4,200	+3.6%	Shares	Sole	2024-05-16
2023-12-31	$299,307	4,054	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.