StoneX Group’s SHF Holdings SHFS Stock Holding History

StoneX Group’s Portfolio SHFS Stock Details SHFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,847	Closed	-$25.6K	–	960
2024 Q4	$25.6K	Buy	+2,847	New	+$23.9K	﹤0.01%	793

Other funds holding SHFS

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

StoneX Group's SHFS Position: Q1 2025 in Review

StoneX Group sold out of SHF Holdings (SHFS) in Q1 2025, closing a stake of 2,847 shares — an estimated $25.6K sold.

StoneX Group first reported a position in SHFS in Q4 2024 and held it in 1 quarter. The position peaked at $25.6K in Q4 2024. 13 funds tracked by Wall St. Rank hold SHFS as of Q1 2025.

StoneX Group reported no remaining SHF Holdings position as of Q1 2025 after selling out during the quarter.
StoneX Group sold 2,847 SHF Holdings shares in Q1 2025, an estimated $25.6K.
StoneX Group first reported a position in SHF Holdings in Q4 2024 and held it in 1 quarter.
StoneX Group's SHF Holdings position peaked at $25.6K in Q4 2024.
13 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2025.

Based on StoneX Group's 13F filing for Q1 2025, filed 15 May 2025.