Position in SNEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,469,879
New position
Shares Held
37,720
first reported quarter
Ownership
0.031%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#129
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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $70,241,807 across 10 Capital Markets names. SNEX ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
1,000,059 | $24,701,457 | |
| 2 | MS |
Morgan Stanley
|
77,827 | $16,268,956 | |
| 3 | GS |
Goldman Sachs Group Inc
|
13,250 | $13,400,652 | |
| 4 | EVR |
Evercore Inc.
|
19,500 | $6,658,080 | |
| 5 | SNEX |
StoneX Group Inc.
This page
|
37,720 | $4,469,879 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
21,649 | $2,170,961 | |
| 7 | SCHW |
Schwab Charles Corp
|
11,497 | $1,060,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
12,180 | $1,060,147 |
All Filings in SNEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,469,879 | 25,147 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||