Position in SNEX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$353,604
New position
Shares Held
4,476
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 469 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $140,847,053 across 14 Capital Markets names. SNEX ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
998,413 | $49,900,681 | |
| 2 | MS |
Morgan Stanley
|
181,267 | $37,892,053 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26,407 | $26,707,247 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
107,919 | $9,393,269 | |
| 5 | SCHW |
Schwab Charles Corp
|
81,949 | $7,561,434 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
11,476 | $3,232,559 | |
| 7 | MC |
Moelis & Co
|
40,439 | $2,645,519 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,624 | $1,366,214 |
All Filings in SNEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,604 | 2,984 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||