Position in SNEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,258
+$18,305 QoQ
Shares Held
662
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 469 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $53,636,437 across 32 Capital Markets names. SNEX ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
159,718 | $33,387,450 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
94,985 | $8,267,494 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,402 | $7,486,160 | |
| 4 | SCHW |
Schwab Charles Corp
|
24,434 | $2,254,524 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,148 | $516,241 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
9,181 | $458,865 | |
| 7 | EVR |
Evercore Inc.
|
580 | $198,034 | |
| 8 | SF |
Stifel Financial Corp
|
2,719 | $189,704 |
All Filings in SNEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,258 | 441 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $33,953 | 421 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $26,636 | 280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,312 | 231 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,043 | 187 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $11,304 | 148 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,368 | 65 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,322 | 65 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,560 | 34 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $983 | 14 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||