Position in SNEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,700,981
+$106,912 QoQ
Shares Held
110,139
-31.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#94
of 469 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $59,744,775 across 5 Capital Markets names. SNEX ranks #2 (14.6% of the industry book) .
All Filings in SNEX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,700,981 | 73,426 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,594,069 | 106,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,173,080 | 64,891 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,299,553 | 82,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,665,051 | 95,074 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||