Position in SNEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$894,438
-$92,154 QoQ
Shares Held
11,322
-38.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#241
of 469 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $21,647,220 across 8 Capital Markets names. SNEX ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,051 | $16,233,499 | |
| 2 | MS |
Morgan Stanley
|
6,263 | $1,309,217 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
9,950 | $997,786 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
10,584 | $921,231 | |
| 5 | SNEX |
StoneX Group Inc.
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|
11,322 | $894,438 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,935 | $545,050 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,862 | $540,886 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,275 | $205,113 |
All Filings in SNEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,438 | 7,548 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $986,592 | 12,233 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $777,592 | 8,174 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $850,351 | 8,426 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $782,984 | 8,591 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $652,056 | 8,537 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $738,202 | 7,535 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $614,835 | 7,509 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $481,231 | 6,390 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $449,383 | 6,396 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||