Position in SNEX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$711
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#458
of 469 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026LRI Investments, LLC holds $2,263,077 across 27 Capital Markets names. SNEX ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,275 | $1,289,496 | |
| 2 | MS |
Morgan Stanley
|
1,246 | $260,463 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,158 | $199,117 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,983 | $198,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,226 | $106,710 | |
| 6 | IREN |
IREN Ltd
|
1,719 | $78,609 | |
| 7 | EVR |
Evercore Inc.
|
125 | $42,679 | |
| 8 | MC |
Moelis & Co
|
343 | $22,438 |
All Filings in SNEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711 | 6 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||