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StoneX Group Portfolio holdings

AUM $2.48B
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
+21.03%
1 Year Est. Return
+33.54%
3 Year Est. Return
+85.25%
5 Year Est. Return
+91.44%
10 Year Est. Return
+287.11%
AUM
$2.48B
AUM Growth
+$623M
Cap. Flow
+$403M
Cap. Flow %
16.23%
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169

Top Buys

Rank Stock Value
1
KT icon
KT
KT
+$29.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
3
XEL icon
Xcel Energy
XEL
+$14.2M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$12.1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$10M

Top Sells

Rank Stock Value
1
RACE icon
Ferrari
RACE
+$16.7M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.95M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.72M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.44M
5
MUU
Direxion Daily MU Bull 2X ETF
MUU
+$4.12M

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.91%
2 Technology 8.68%
3 Financials 5.92%
4 Industrials 3.11%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLD icon
251
Prologis
PLD
$131B
$1.54M 0.06%
11,383
+1,288
+13% +$183K
BILS icon
252
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.87B
$1.54M 0.06%
15,476
+9,072
+142% +$901K
SSPC
253
Leverage Shares 2X Short SPCX Daily ETF
SSPC
$90.3M
$1.53M 0.06%
+148,919
New +$1.65M
VCIT icon
254
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$69.6B
$1.52M 0.06%
18,413
-6,343
-26% -$524K
GUACU
255
Berto Acquisition Corp II Unit
GUACU
$1.52M 0.06%
+150,148
New +$1.51M
IEFA icon
256
iShares Core MSCI EAFE ETF
IEFA
$197B
$1.51M 0.06%
15,677
+1,848
+13% +$178K
CEF icon
257
Sprott Physical Gold and Silver Trust
CEF
$7.94B
$1.51M 0.06%
36,396
+9,411
+35% +$440K
CRAN
258
Crane Harbor Acquisition Corp II
CRAN
$476M
$1.51M 0.06%
150,200
+79,958
+114% +$801K
IBM icon
259
IBM
IBM
$221B
$1.5M 0.06%
5,340
+32
+0.6% +$8.06K
ARCI
260
Archimedes Tech SPAC Partners III
ARCI
$356M
$1.5M 0.06%
150,309
+40,564
+37% +$403K
FVD icon
261
First Trust Value Line Dividend Fund
FVD
$8.16B
$1.5M 0.06%
31,068
-13,481
-30% -$642K
SPYM
262
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$1.49M 0.06%
16,966
+5,854
+53% +$499K
LPBB
263
Launch Two Acquisition Corp
LPBB
$311M
$1.49M 0.06%
+138,961
New +$1.48M
PAII
264
Pyrophyte Acquisition Corp II
PAII
$281M
$1.48M 0.06%
+145,217
New +$1.48M
SNDK
265
Sandisk
SNDK
$255B
$1.48M 0.06%
797
-737
-48% -$1.05M
VZ icon
266
Verizon
VZ
$208B
$1.47M 0.06%
34,748
+9,588
+38% +$450K
EINC icon
267
VanEck Energy Income ETF
EINC
$80.8M
$1.47M 0.06%
+12,630
New +$1.49M
PSLV icon
268
Sprott Physical Silver Trust
PSLV
$13.7B
$1.46M 0.06%
73,599
+30,995
+73% +$730K
GS icon
269
Goldman Sachs
GS
$302B
$1.45M 0.06%
1,455
+1,086
+294% +$1.06M
IJR icon
270
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.44M 0.06%
9,722
+49
+0.5% +$6.72K
PSQ icon
271
ProShares Short QQQ
PSQ
$660M
$1.44M 0.06%
+55,416
New +$1.51M
CAII
272
Collective Acquisition Corp II
CAII
$339M
$1.44M 0.06%
+145,268
New +$1.44M
RGTZ
273
Defiance Daily Target 2x Short RGTI ETF
RGTZ
$16.7M
$1.43M 0.06%
429,004
+400,185
+1,389% +$4.15M
CEG icon
274
Constellation Energy
CEG
$106B
$1.42M 0.06%
5,732
+907
+19% +$255K
AGQ icon
275
ProShares Ultra Silver
AGQ
$1.49B
$1.42M 0.06%
14,968
+10,025
+203% +$1.1M
9 10
11
12 13

Similar funds

SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

StoneX Group's Q2 2026 Portfolio in Review

As of Q2 2026, StoneX Group held 1,633 positions worth $2.48B, up 34% from $1.86B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

StoneX Group deployed $403M of net new capital in Q2 2026, opening 716 new positions and adding to 464 existing holdings. Its largest new stake was KT: 1,468,886 shares worth $25.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Ferrari, an estimated $16.7M trimmed.

  • StoneX Group's largest Q2 2026 buy was KT: 1,468,886 shares worth $25.8M.
  • StoneX Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
  • StoneX Group's biggest Q2 2026 reduction was Ferrari, cutting an estimated $16.7M.
  • StoneX Group fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2026, selling an estimated $9.95M.
  • StoneX Group's ten largest holdings make up 29% of its $2.48B portfolio in Q2 2026.
  • StoneX Group opened 716 new positions and closed 169 in Q2 2026.
  • StoneX Group's portfolio value rose 34% quarter-over-quarter to $2.48B.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.