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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
RDNT icon
401
RadNet
RDNT
$5.8B
$829K 0.03%
13,437
– –
LIN icon
402
Linde
LIN
$220B
$825K 0.03%
1,610
+650
+68% +$329K
PMTR
403
Perimeter Acquisition Corp I
PMTR
$322M
$822K 0.03%
79,594
+30,273
+61% +$313K
DIS icon
404
Walt Disney
DIS
$182B
$821K 0.03%
8,460
-397
-4% -$40.5K
ITA icon
405
iShares US Aerospace & Defense ETF
ITA
$13.4B
$816K 0.03%
3,365
-2,943
-47% -$670K
DJUN icon
406
FT Vest US Equity Deep Buffer ETF June
DJUN
$359M
$816K 0.03%
16,551
+2,915
+21% +$142K
ACYN
407
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$1.44B
$814K 0.03%
+39,176
New +$812K
SLV icon
408
iShares Silver Trust
SLV
$32.2B
$812K 0.03%
15,211
+1,125
+8% +$74.6K
ARKK icon
409
ARK Innovation ETF
ARKK
$6.44B
$809K 0.03%
10,000
+2,137
+27% +$163K
PFE icon
410
Pfizer
PFE
$162B
$806K 0.03%
33,470
+5,064
+18% +$132K
TBIL
411
F/m US Treasury 3 Month Bill Fund
TBIL
$7.22B
$800K 0.03%
+16,055
New +$801K
VBR icon
412
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.5B
$797K 0.03%
3,277
-316
-9% -$73.5K
SMCI icon
413
Super Micro Computer
SMCI
$26B
$793K 0.03%
+27,034
New +$861K
AAAU icon
414
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.69B
$790K 0.03%
18,750
+921
+5% +$41K
JABRU
415
DELISTED
JAB Acquisition Corp I Unit
JABRU
$785K 0.03%
+78,259
New +$784K
ENB icon
416
Enbridge
ENB
$109B
$782K 0.03%
14,434
+4,705
+48% +$258K
AXP icon
417
American Express
AXP
$220B
$782K 0.03%
2,352
+268
+13% +$85.8K
NOBL icon
418
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$782K 0.03%
13,922
-2,808
-17% -$152K
IBDS icon
419
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.92B
$781K 0.03%
32,226
+5,607
+21% +$136K
DFAI
420
Dimensional International Core Equity Market ETF
DFAI
$18.4B
$780K 0.03%
18,925
-26,010
-58% -$1.07M
AAPU icon
421
Direxion Daily AAPL Bull 2X ETF
AAPU
$174M
$777K 0.03%
+18,698
New +$657K
KBE icon
422
State Street SPDR S&P Bank ETF
KBE
$1.62B
$777K 0.03%
+12,024
New +$770K
BAI
423
iShares A.I. Innovation and Tech Active ETF
BAI
$14.2B
$773K 0.03%
+14,913
New +$677K
MTZ icon
424
MasTec
MTZ
$19B
$773K 0.03%
1,857
-123
-6% -$47K
ICSH icon
425
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.65B
$770K 0.03%
+15,214
New +$769K
15 16
17
18 19

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.