Global Retirement Partners, LLC
PensionPosition in SNEX — StoneX Group Inc.
CIK 1749744
San Rafael, CA
Position in SNEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,460,178
+$2,453,710 QoQ
Shares Held
31,142
+20254.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#164
of 471 holders
Holding Since
Sep 2022
14 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. SNEX ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
This page
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in SNEX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,460,178 | 20,761 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $6,468 | 68 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $672,530 | 6,664 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,189 | 35 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,351 | 24 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,965 | 24 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,807 | 24 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,615 | 23 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,698 | 23 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,550 | 16 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,329 | 16 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,656 | 16 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,524 | 16 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,327 | 16 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||