Position in SNEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$112,928
+$24,058 QoQ
Shares Held
1,430
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 471 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $22,391,548 across 42 Capital Markets names. SNEX ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
94,096 | $9,435,941 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,796 | $4,850,526 | |
| 3 | MS |
Morgan Stanley
|
14,380 | $3,005,991 | |
| 4 | SCHW |
Schwab Charles Corp
|
15,136 | $1,396,594 | |
| 5 | EVR |
Evercore Inc.
|
2,263 | $772,674 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,565 | $344,040 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,460 | $322,865 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,152 | $274,344 |
All Filings in SNEX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,928 | 953 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $88,870 | 1,102 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $50,794 | 534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,182 | 200 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,689 | 238 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,139 | 447 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,960 | 265 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,546 | 312 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $23,496 | 312 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,920 | 312 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,651 | 63 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,070 | 42 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,489 | 42 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,348 | 42 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,384 | 67 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,483 | 42 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||