Position in SNEX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,548,299
+$10,119,100 QoQ
Shares Held
146,181
+449.9% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#81
of 469 holders
Holding Since
Dec 2025
3 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, 2026BURNEY CO/ holds $42,222,830 across 7 Capital Markets names. SNEX ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
This page
|
146,181 | $11,548,299 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,816 | |
| 3 | SCHW |
Schwab Charles Corp
|
111,652 | $10,302,129 | |
| 4 | MS |
Morgan Stanley
|
25,563 | $5,343,689 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
32,404 | $1,930,306 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
19,946 | $1,736,099 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,817 | $793,492 |
All Filings in SNEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,548,299 | 97,454 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,429,199 | 17,721 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,739,281 | 49,819 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||