Position in SNEX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$319,950
+$102,195 QoQ
Shares Held
4,050
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 469 holders
Holding Since
Mar 2025
6 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, 2026HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. SNEX ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,349 | $15,123,834 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
7,405 | $2,085,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,394 | $1,697,213 | |
| 4 | GS |
Goldman Sachs Group Inc
|
505 | $510,741 | |
| 5 | SNEX |
StoneX Group Inc.
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|
4,050 | $319,950 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,605 | $313,778 | |
| 7 | CLSK |
Cleanspark, Inc.
|
17,703 | $257,578 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,176 | $117,928 |
All Filings in SNEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,950 | 2,700 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $217,755 | 2,700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $171,234 | 1,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $181,655 | 1,800 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $116,203 | 1,275 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $97,384 | 1,275 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||