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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
DGRO icon
426
iShares Core Dividend Growth ETF
DGRO
$43.6B
$762K 0.03%
10,052
+810
+9% +$59.8K
XBI icon
427
State Street SPDR S&P Biotech ETF
XBI
$11.4B
$758K 0.03%
5,018
+2,604
+108% +$352K
DFEB icon
428
FT Vest US Equity Deep Buffer ETF February
DFEB
$446M
$758K 0.03%
15,016
+667
+5% +$33.2K
PWR icon
429
Quanta Services
PWR
$93.9B
$757K 0.03%
1,051
+439
+72% +$300K
IBDT icon
430
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.08B
$755K 0.03%
29,888
+10,874
+57% +$275K
TT icon
431
Trane Technologies
TT
$98.5B
$753K 0.03%
1,548
+481
+45% +$225K
ESGU icon
432
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
$752K 0.03%
+4,709
New +$745K
IACO
433
Idea Acquisition Corp
IACO
$437M
$750K 0.03%
+75,992
New +$751K
DJUL icon
434
FT Vest US Equity Deep Buffer ETF July
DJUL
$482M
$746K 0.03%
14,887
-1,114
-7% -$54.9K
CGGR icon
435
Capital Group Growth ETF
CGGR
$25.5B
$745K 0.03%
15,788
+2,099
+15% +$94.9K
TMO icon
436
Thermo Fisher Scientific
TMO
$227B
$730K 0.03%
1,454
-436
-23% -$209K
LNT icon
437
Alliant Energy
LNT
$17.6B
$722K 0.03%
+9,566
New +$697K
AACPU
438
Apogee Acquisition Corp Units
AACPU
$721K 0.03%
+71,743
New +$727K
SPLV icon
439
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$720K 0.03%
9,607
+313
+3% +$23.1K
REET icon
440
iShares Global REIT ETF
REET
$4.93B
$719K 0.03%
26,033
+16,730
+180% +$454K
CXIIU
441
Churchill Capital Corp XII Units
CXIIU
$715K 0.03%
+70,015
New +$715K
CGUS icon
442
Capital Group Core Equity ETF
CGUS
$11.9B
$712K 0.03%
16,009
+1,725
+12% +$73.8K
TECS icon
443
Direxion Daily Technology Bear 3x ETF
TECS
$73.9M
$711K 0.03%
+9,809
New +$989K
ADP icon
444
Automatic Data Processing
ADP
$110B
$711K 0.03%
3,161
-154
-5% -$32.9K
VDE icon
445
Vanguard Energy ETF
VDE
$10.9B
$709K 0.03%
4,545
+3,071
+208% +$497K
KNG icon
446
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.4B
$709K 0.03%
14,107
-6,845
-33% -$337K
IWP icon
447
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$705K 0.03%
4,812
-145
-3% -$20K
EOG icon
448
EOG Resources
EOG
$76.2B
$703K 0.03%
5,418
-1,123
-17% -$153K
WDC icon
449
Western Digital
WDC
$169B
$698K 0.03%
1,092
-69
-6% -$33.5K
FLQL icon
450
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.13B
$693K 0.03%
8,870
+433
+5% +$32.6K
16 17
18
19 20

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KWA
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SGM
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SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
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SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
ROIC
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BHIA
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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.