Position in SNEX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$209,508
New position
Shares Held
2,652
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#351
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, 2026Wedmont Private Capital holds $14,854,086 across 10 Capital Markets names. SNEX ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,942 | $6,009,560 | |
| 2 | MS |
Morgan Stanley
|
14,551 | $3,041,741 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,745 | $1,729,601 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,047 | $1,609,193 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,125 | $707,200 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,389 | $499,732 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,554 | $437,730 | |
| 8 | EVR |
Evercore Inc.
|
1,209 | $412,800 |
All Filings in SNEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,508 | 1,768 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||