IBEX WEALTH ADVISORS

Position in SNEX — StoneX Group Inc.

CIK 1686242 BEDMINSTER, NJ

Position in SNEX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,261,550

+$4,173,238 QoQ

Shares Held

155,210

+3.2% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#80

of 471 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $42,112,291 across 4 Capital Markets names. SNEX ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	163,575	$14,237,568
2	SNEX	StoneX Group Inc. This page	155,210	$12,261,550
3	GS	Goldman Sachs Group Inc	8,256	$8,349,870
4	MS	Morgan Stanley	34,746	$7,263,303

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,261,550	103,473	+3.2%	Shares	Sole	2026-07-27
2026-03-31	$8,088,312	100,289	+63.3%	Shares	Sole	2026-04-30
2025-12-31	$5,841,647	61,407	+18.8%	Shares	Sole	2026-02-17
2025-09-30	$5,214,835	51,673	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.