Position in SNEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$236,407
+$79,059 QoQ
Shares Held
2,992
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 471 holders
Holding Since
Sep 2020
24 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, 2026Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. SNEX ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,815 | |
| 2 | MS |
Morgan Stanley
|
43,540 | $9,101,600 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,751 | $4,775,064 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,528 | $1,657,427 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
4,107 | $1,156,859 | |
| 6 | EVR |
Evercore Inc.
|
2,123 | $724,877 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,968 | $606,494 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
11,649 | $582,217 |
All Filings in SNEX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,407 | 1,995 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $157,348 | 1,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $120,339 | 1,265 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $130,590 | 1,294 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $113,195 | 1,242 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $95,016 | 1,244 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $79,845 | 815 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $66,732 | 815 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $61,377 | 815 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $57,261 | 815 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $60,171 | 815 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $52,821 | 545 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $44,780 | 539 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $55,802 | 539 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $60,801 | 638 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $52,915 | 638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,808 | 638 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $47,135 | 635 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $38,893 | 635 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $35,322 | 536 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $32,519 | 536 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $35,043 | 536 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $31,034 | 536 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $27,421 | 536 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||