StoneX Group’s Belpointe PREP OZ Stock Holding History

StoneX Group’s Portfolio OZ Stock Details OZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,341	Closed	-$667K	–	980
2025 Q1	$667K	Hold	10,341	–	–	0.04%	390
2024 Q4	$800K	Buy	+10,341	New	+$731K	0.04%	341

Other funds holding OZ

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

StoneX Group's OZ Position: Q2 2025 in Review

StoneX Group sold out of Belpointe PREP (OZ) in Q2 2025, closing a stake of 10,341 shares — an estimated $667K sold.

StoneX Group first reported a position in OZ in Q4 2024 and held it in 2 quarters. The position peaked at $800K in Q4 2024. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2025.

StoneX Group reported no remaining Belpointe PREP position as of Q2 2025 after selling out during the quarter.
StoneX Group sold 10,341 Belpointe PREP shares in Q2 2025, an estimated $667K.
StoneX Group first reported a position in Belpointe PREP in Q4 2024 and held it in 2 quarters.
StoneX Group's Belpointe PREP position peaked at $800K in Q4 2024.
43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2025.

Based on StoneX Group's 13F filing for Q2 2025, filed 13 Aug 2025.