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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
JIRE icon
301
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$1.22M 0.05%
14,794
-6,831
-32% -$548K
JQUA icon
302
JPMorgan US Quality Factor ETF
JQUA
$8.79B
$1.21M 0.05%
16,831
+6,656
+65% +$453K
IUSB icon
303
iShares Core Universal USD Bond ETF
IUSB
$43.8B
$1.2M 0.05%
26,078
+21,656
+490% +$999K
PAAS icon
304
Pan American Silver
PAAS
$21.3B
$1.2M 0.05%
26,811
-615
-2% -$32.9K
CLBR
305
Colombier Acquisition Corp III
CLBR
$410M
$1.19M 0.05%
+117,108
New +$1.19M
ANET icon
306
Arista Networks
ANET
$244B
$1.18M 0.05%
6,975
+927
+15% +$146K
IEUR icon
307
iShares Core MSCI Europe ETF
IEUR
$9.37B
$1.18M 0.05%
15,732
+4,478
+40% +$334K
LOW icon
308
Lowe's Companies
LOW
$115B
$1.17M 0.05%
5,320
-2,676
-33% -$608K
SNDU
309
T-REX 2X Long SNDK Daily Target ETF
SNDU
$245M
$1.17M 0.05%
+17,220
New +$587K
DRLL icon
310
Strive US Energy ETF
DRLL
$314M
$1.16M 0.05%
34,609
+8,350
+32% +$302K
RGTI icon
311
Rigetti Computing
RGTI
$5.07B
$1.16M 0.05%
60,151
-49,564
-45% -$958K
TSLQ icon
312
Tradr TSLA Bear Daily ETF
TSLQ
$104M
$1.16M 0.05%
+60,090
New +$1.23M
CRWG
313
Leverage Shares 2X Long CRWV Daily ETF
CRWG
$127M
$1.16M 0.05%
34,255
+25,862
+308% +$1.09M
BHAV
314
BHAV Acquisition Corp
BHAV
$141M
$1.16M 0.05%
+117,485
New +$1.16M
RTAC
315
Renatus Tactical Acquisition Corp I
RTAC
$329M
$1.16M 0.05%
+110,877
New +$1.15M
KRAQ
316
KRAKacquisition Corp
KRAQ
$432M
$1.16M 0.05%
+116,113
New +$1.15M
SOXS icon
317
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.33B
$1.15M 0.05%
15,758
+13,778
+696% +$1.64M
VTWO icon
318
Vanguard Russell 2000 ETF
VTWO
$17.4B
$1.15M 0.05%
9,471
+1,622
+21% +$184K
CLM icon
319
Cornerstone Strategic Value Fund
CLM
$2.1B
$1.15M 0.05%
151,920
-3,204
-2% -$24.1K
IEI icon
320
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$1.15M 0.05%
9,751
-1,466
-13% -$173K
SPEG
321
Silver Pegasus Acquisition Corp
SPEG
$1.14M 0.05%
+111,560
New +$1.14M
TRAD
322
APEX Tech Acquisition Inc
TRAD
$147M
$1.12M 0.05%
+113,509
New +$1.13M
FDN icon
323
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.35B
$1.12M 0.05%
4,187
+1,298
+45% +$343K
STXV icon
324
Strive 1000 Value ETF
STXV
$81.6M
$1.1M 0.04%
29,145
+292
+1% +$10.8K
MDY icon
325
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$1.1M 0.04%
1,605
+56
+4% +$37.5K
11 12
13
14 15

Similar funds

SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
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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.