Position in SNEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,300,655
+$682,070 QoQ
Shares Held
16,464
+43.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 469 holders
Holding Since
Mar 2022
13 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, 2026HSBC HOLDINGS PLC holds $2,076,940,859 across 29 Capital Markets names. SNEX ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
706,737 | $714,772,593 | |
| 2 | MS |
Morgan Stanley
|
3,280,048 | $685,661,226 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,601,248 | $332,287,148 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,384,997 | $138,887,497 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
891,791 | $77,621,487 | |
| 6 | FUTU |
Futu Holdings Ltd
|
250,627 | $23,493,772 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
70,358 | $19,818,438 | |
| 8 | XP |
XP Inc.
|
1,052,409 | $17,112,167 |
All Filings in SNEX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,655 | 10,976 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $618,585 | 7,670 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,025,786 | 10,783 | Shares | Defined | 2026-03-06 | |
| 2025-06-30 | $447,588 | 4,911 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $409,855 | 5,366 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $349,163 | 3,564 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $334,970 | 4,091 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $279,325 | 3,709 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $294,459 | 4,191 | Shares | Defined | 2024-05-15 | |
| 2022-12-31 | $412,267 | 4,326 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $350,503 | 4,226 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $382,697 | 4,902 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $368,700 | 4,967 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||