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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
AMDL icon
276
GraniteShares 2x Long AMD Daily ETF
AMDL
$921M
$1.42M 0.06%
24,736
+11,907
+93% +$564K
QBTX
277
Tradr 2X Long QBTS Daily ETF
QBTX
$68.9M
$1.4M 0.06%
+81,344
New +$1.24M
ARKQ icon
278
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.92B
$1.4M 0.06%
10,684
+2,944
+38% +$382K
JEPI icon
279
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$1.4M 0.06%
24,745
-5,780
-19% -$326K
CRH icon
280
CRH
CRH
$62.7B
$1.39M 0.06%
12,981
+199
+2% +$21.9K
BITO icon
281
ProShares Bitcoin Strategy ETF
BITO
$1.71B
$1.39M 0.06%
138,679
+43,553
+46% +$427K
BSY icon
282
Bentley Systems
BSY
$10.2B
$1.39M 0.06%
46,384
+1,204
+3% +$39.2K
BEAG
283
Bold Eagle Acquisition Corp
BEAG
$338M
$1.38M 0.06%
+129,911
New +$1.38M
ETN icon
284
Eaton
ETN
$160B
$1.36M 0.05%
3,190
-243
-7% -$98K
FLEX icon
285
Flex
FLEX
$40.5B
$1.35M 0.05%
8,573
-1,799
-17% -$218K
CI icon
286
Cigna
CI
$74.7B
$1.35M 0.05%
4,893
-665
-12% -$188K
AESPU
287
Aeon Acquisition I Corp Units
AESPU
$1.33M 0.05%
+131,610
New +$1.32M
BREZ
288
Breeze Acquisition Corp II
BREZ
$1.33M 0.05%
+133,954
New +$1.33M
SPGI icon
289
S&P Global
SPGI
$131B
$1.32M 0.05%
3,210
+1,047
+48% +$442K
SNK
290
GraniteShares 2x Short SpaceX Daily ETF
SNK
$22.1M
$1.32M 0.05%
+78,245
New +$1.43M
KDEF
291
PLUS Korea Defense Industry Index ETF
KDEF
$113M
$1.29M 0.05%
+20,148
New +$1.09M
AZO icon
292
AutoZone
AZO
$48.7B
$1.27M 0.05%
390
+249
+177% +$827K
MCK icon
293
McKesson
MCK
$106B
$1.26M 0.05%
1,659
+1,163
+234% +$922K
VWO icon
294
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$1.24M 0.05%
20,792
-140
-0.7% -$8.23K
GPAC
295
General Purpose Acquisition Corp
GPAC
$296M
$1.24M 0.05%
+123,796
New +$1.23M
AXIN
296
Axiom Intelligence Acquisition Corp 1
AXIN
$282M
$1.23M 0.05%
+118,780
New +$1.22M
PANW icon
297
Palo Alto Networks
PANW
$272B
$1.23M 0.05%
3,614
-1,216
-25% -$278K
CONL icon
298
GraniteShares 2x Long COIN Daily ETF
CONL
$571M
$1.23M 0.05%
+163,997
New +$1.17M
OKLL
299
Defiance Daily Target 2x Long OKLO ETF
OKLL
$144M
$1.23M 0.05%
+142,892
New +$1.18M
SIVR icon
300
abrdn Physical Silver Shares ETF
SIVR
$4.48B
$1.23M 0.05%
17,662
+7,024
+66% +$489K
10 11
12
13 14

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.