Position in SNEX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,001,711
+$2,426,068 QoQ
Shares Held
41,345
+129.1% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Pathstone Holdings, LLC holds $139,280,785 across 23 Capital Markets names. SNEX ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
45,849 | $38,787,794 | |
| 2 | MS |
Morgan Stanley
|
176,081 | $28,977,649 | |
| 3 | SCHW |
Schwab Charles Corp
|
203,775 | $19,150,772 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
33,984 | $10,223,405 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
90,217 | $8,607,603 | |
| 6 | SNEX |
StoneX Group Inc.
This page
|
41,345 | $5,001,711 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
70,884 | $4,912,260 | |
| 8 | SF |
Stifel Financial Corp
|
59,312 | $4,384,341 |
All Filings in SNEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,001,711 | 41,345 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,575,643 | 18,050 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $885,724 | 5,851 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $366,929 | 2,684 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $339,612 | 2,311 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $364,160 | 2,965 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $334,828 | 2,964 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $308,054 | 2,923 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $307,206 | 2,774 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||