Position in SNEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,147
-$530 QoQ
Shares Held
52
-40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#431
of 469 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Colonial Trust Co / SC holds $15,526,298 across 10 Capital Markets names. SNEX ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,286 | $10,402,951 | |
| 2 | SCHW |
Schwab Charles Corp
|
51,070 | $4,712,228 | |
| 3 | MS |
Morgan Stanley
|
1,106 | $231,198 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
283 | $79,715 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
1,388 | $69,372 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
128 | $11,141 | |
| 7 | MC |
Moelis & Co
|
134 | $8,766 | |
| 8 | SNEX |
StoneX Group Inc.
This page
|
52 | $4,147 |
All Filings in SNEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,147 | 35 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,677 | 58 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,710 | 39 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,935 | 39 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,192 | 46 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,200 | 55 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,624 | 37 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,029 | 37 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||