StoneX Group
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StoneX Group’s Kovitz Core Equity ETF EQTY Stock Holding History

StoneX Group’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$218K Buy
+7,491
New +$219K 0.01% 1312
2025
Q4 		– Sell
-13,782
Closed -$354K – 1119
2025
Q3 		$354K Buy
+13,782
New +$353K 0.02% 642

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $3.25B AUM 6.24% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
EAM
Eukles Asset Management Cincinnati, Ohio $250M AUM 16.01% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

StoneX Group's EQTY Position: Q3 2026 in Review

StoneX Group opened a new position in Kovitz Core Equity ETF (EQTY) in Q3 2026: 7,491 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #1312 among its holdings. This is a return to the name: StoneX Group previously reported a position in EQTY as recently as Q3 2025.

StoneX Group first reported a position in EQTY in Q3 2025 and has held it in 2 quarters since. The position peaked at $354K in Q3 2025. 11 funds tracked by Wall St. Rank hold EQTY as of Q3 2026.

  • StoneX Group held 7,491 shares of Kovitz Core Equity ETF worth $218K as of Q3 2026.
  • Kovitz Core Equity ETF was a new StoneX Group position in Q3 2026.
  • Kovitz Core Equity ETF made up 0.01% of StoneX Group's portfolio in Q3 2026, its #1312 holding.
  • StoneX Group first reported a position in Kovitz Core Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • StoneX Group's Kovitz Core Equity ETF position peaked at $354K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.