Position in SNEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,554,957
+$268,671 QoQ
Shares Held
19,683
-17.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 469 holders
Holding Since
Mar 2021
7 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, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. SNEX ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in SNEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,554,957 | 13,122 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,286,286 | 15,949 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,082,103 | 11,375 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,112,642 | 11,025 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,038,541 | 11,395 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $798,095 | 10,449 | Shares | Defined | 2025-05-14 | |
| 2021-03-31 | $2,816,054 | 43,072 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||