Position in SNEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,252,685
+$622,909 QoQ
Shares Held
28,515
-5.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 469 holders
Holding Since
Jun 2021
21 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, 2026AMALGAMATED BANK holds $178,936,360 across 30 Capital Markets names. SNEX ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,581 | $51,156,105 | |
| 2 | MS |
Morgan Stanley
|
203,238 | $42,484,871 | |
| 3 | SCHW |
Schwab Charles Corp
|
285,274 | $26,322,231 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
153,102 | $15,353,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
81,030 | $7,052,851 | |
| 6 | EVR |
Evercore Inc.
|
17,579 | $6,002,173 | |
| 7 | SF |
Stifel Financial Corp
|
67,703 | $4,723,638 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,849 | $3,591,013 |
All Filings in SNEX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,252,685 | 19,010 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,629,776 | 20,208 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,290,914 | 13,570 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,341,528 | 13,293 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,123,665 | 12,329 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $930,232 | 12,179 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $815,892 | 8,328 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $681,895 | 8,328 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $627,182 | 8,328 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $610,419 | 8,688 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $760,376 | 10,299 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $682,898 | 7,046 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $588,623 | 7,085 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $765,398 | 7,393 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $751,154 | 7,882 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $651,327 | 7,853 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $607,305 | 7,779 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $566,448 | 7,631 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $490,491 | 8,008 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $534,779 | 8,115 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $501,558 | 8,267 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||