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	-237	Closed	-$25.6K	–	960
2024 Q4	$25.6K	Buy	237 +99	+72%	+$10K	﹤0.01%	793
2024 Q3	$18.3K	Sell	138 -15	-10%	-$2.18K	﹤0.01%	619
2024 Q2	$19.6K	Buy	+153	New	+$26.6K	﹤0.01%	599

Other funds holding SHFS

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 237 shares — an estimated $25.6K sold.

StoneX Group first reported a position in SHFS in Q2 2024 and held it in 3 quarters. The position peaked at $25.6K in Q4 2024. 12 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 237 SHF Holdings shares in Q1 2025, an estimated $25.6K.
StoneX Group first reported a position in SHF Holdings in Q2 2024 and held it in 3 quarters.
StoneX Group's SHF Holdings position peaked at $25.6K in Q4 2024.
12 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.