Skip to main content
Equibles

Pathstone Holdings, LLC

Position in SNEX — StoneX Group Inc.

CIK 2011612 ENGLEWOOD, NJ
Back to SNEX Full portfolio

Position in SNEX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,171,102
+$1,836,627 QoQ
Shares Held
65,457
+5.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#122
of 471 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 75% Shared 0% None 25%

Common Shares in SNEX Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $169,612,631 across 29 Capital Markets names. SNEX ranks #7 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 52,204 $52,797,557
2 MS
Morgan Stanley
 186,589 $39,004,563
3 SCHW
Schwab Charles Corp
 207,550 $19,150,636
4 HOOD
Robinhood Markets, Inc.
 98,234 $9,850,904
5 LPLA
LPL Financial Holdings Inc.
 33,523 $9,442,756
6 CRCL
Circle Internet Group, Inc.
 126,385 $7,915,491
7 SNEX
StoneX Group Inc.
This page 		65,457 $5,171,102
8 IBKR
Interactive Brokers Group, Inc.
 50,794 $4,421,108

All Filings in SNEX

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,171,102 43,638
2026-03-31 $3,334,475 41,345
2025-12-31 $1,717,095 18,050
2025-09-30 $590,481 5,851
2025-06-30 $244,619 2,684
2024-12-31 $226,407 2,311
2024-09-30 $242,773 2,965
2024-06-30 $223,219 2,964
2024-03-31 $205,369 2,923
2023-12-31 $204,804 2,774