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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
DYNF icon
326
BlackRock US Equity Factor Rotation ETF
DYNF
$41.8B
$1.1M 0.04%
16,125
+10,991
+214% +$715K
CTAA
327
ClearThink 1 Acquisition Corp
CTAA
$1.1M 0.04%
+111,237
New +$1.1M
FTWO icon
328
Strive FAANG 2.0 ETF
FTWO
$79.3M
$1.09M 0.04%
25,226
+4,428
+21% +$200K
DELL icon
329
Dell
DELL
$339B
$1.09M 0.04%
2,518
-436
-15% -$126K
UNH icon
330
UnitedHealth
UNH
$356B
$1.09M 0.04%
2,661
+882
+50% +$327K
MO icon
331
Altria Group
MO
$115B
$1.08M 0.04%
14,803
+3,552
+32% +$248K
VXF icon
332
Vanguard Extended Market ETF
VXF
$31.6B
$1.08M 0.04%
4,386
-177
-4% -$40.6K
BDCI
333
BTC Development Corp
BDCI
$352M
$1.08M 0.04%
+107,233
New +$1.08M
QQQI icon
334
NEOS Nasdaq 100 High Income ETF
QQQI
$14.3B
$1.07M 0.04%
18,778
-964
-5% -$53K
BLOK icon
335
Amplify Blockchain Technology ETF
BLOK
$1.15B
$1.06M 0.04%
16,970
+932
+6% +$57.5K
MGV icon
336
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.8B
$1.06M 0.04%
6,500
+3
+0% +$465
STIP icon
337
iShares 0-5 Year TIPS Bond ETF
STIP
$16.3B
$1.06M 0.04%
10,337
-1,282
-11% -$132K
ORCL icon
338
Oracle
ORCL
$457B
$1.05M 0.04%
7,189
+3,856
+116% +$699K
AFK icon
339
VanEck Africa Index ETF
AFK
$107M
$1.05M 0.04%
+39,187
New +$1.06M
FTLS icon
340
First Trust Long/Short Equity ETF
FTLS
$2.54B
$1.05M 0.04%
14,214
+3,945
+38% +$290K
CRF
341
Cornerstone Total Return Fund
CRF
$1.1B
$1.04M 0.04%
145,192
+2,469
+2% +$17.7K
APH icon
342
Amphenol
APH
$204B
$1.04M 0.04%
11,800
+4,068
+53% +$293K
BSV icon
343
Vanguard Short-Term Bond ETF
BSV
$46.5B
$1.04M 0.04%
13,361
-7,171
-35% -$560K
BIII
344
Black Spade Acquisition III Co
BIII
$231M
$1.04M 0.04%
104,740
+79,740
+319% +$789K
SJNK icon
345
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$1.03M 0.04%
41,247
-2,372
-5% -$59.4K
JPC icon
346
Nuveen Preferred & Income Opportunities Fund
JPC
$2.75B
$1.03M 0.04%
129,640
+37,539
+41% +$295K
SCHV
347
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$1.03M 0.04%
29,474
+224
+0.8% +$7.38K
SLVP icon
348
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.03B
$1.02M 0.04%
33,201
-841
-2% -$30K
FIW icon
349
First Trust Water ETF
FIW
$1.82B
$1.02M 0.04%
9,304
+647
+7% +$68.2K
MTUM icon
350
iShares MSCI USA Momentum Factor ETF
MTUM
$24.6B
$1.02M 0.04%
+2,964
New +$884K
12 13
14
15 16

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.