YOUSIF CAPITAL MANAGEMENT, LLC
Position in SNEX — StoneX Group Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in SNEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,361,112
+$747,305 QoQ
Shares Held
29,888
-0.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#167
of 471 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. SNEX ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,190 | $32,556,000 | |
| 2 | MS |
Morgan Stanley
|
130,397 | $27,258,188 | |
| 3 | SCHW |
Schwab Charles Corp
|
164,935 | $15,218,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
72,544 | $7,274,712 | |
| 5 | EVR |
Evercore Inc.
|
11,001 | $3,756,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
40,562 | $3,530,516 | |
| 7 | SF |
Stifel Financial Corp
|
43,207 | $3,014,552 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
47,265 | $2,362,304 |
All Filings in SNEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,361,112 | 19,925 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,613,807 | 20,010 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,208,816 | 12,707 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,457,485 | 14,442 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,492,874 | 16,380 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,225,518 | 16,045 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,049,256 | 10,710 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $886,431 | 10,826 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $819,900 | 10,887 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $858,086 | 12,213 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $981,793 | 13,298 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $963,869 | 9,945 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $866,277 | 10,427 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,135,622 | 10,969 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,156,370 | 12,134 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,147,805 | 13,839 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,098,832 | 14,075 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,137,202 | 15,320 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $931,860 | 15,214 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||