Position in SNEX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,844
+$1,957 QoQ
Shares Held
24
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#439
of 472 holders
Holding Since
Mar 2025
5 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, 2026Cornerstone Planning Group LLC holds $492,108 across 23 Capital Markets names. SNEX ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
155 | $156,762 | |
| 2 | MS |
Morgan Stanley
|
704 | $147,164 | |
| 3 | SCHW |
Schwab Charles Corp
|
796 | $73,446 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
378 | $37,905 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
180 | $15,667 | |
| 6 | NMR |
Nomura Holdings Inc
|
1,411 | $12,388 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
153 | $9,582 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
32 | $9,013 |
All Filings in SNEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,844 | 16 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $887 | 11 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $25,633 | 254 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $546 | 6 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $229 | 3 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||