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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
XAR icon
451
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.72B
$691K 0.03%
2,428
+969
+66% +$262K
MSTU
452
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$614M
$691K 0.03%
+15,903
New +$871K
MCAHU
453
Mountain Crest Acquisition 6 Corp Units
MCAHU
$691K 0.03%
+69,113
New +$696K
UNP icon
454
Union Pacific
UNP
$172B
$687K 0.03%
2,527
+124
+5% +$32.6K
BDYN
455
iShares Dynamic Equity Active ETF
BDYN
$3.12B
$686K 0.03%
+24,746
New +$663K
TACO
456
Berto Acquisition Corp
TACO
$394M
$684K 0.03%
+65,410
New +$678K
AFL icon
457
Aflac
AFL
$57.7B
$683K 0.03%
5,866
+2,691
+85% +$310K
KCHV
458
Kochav Defense Acquisition Corp
KCHV
$358M
$680K 0.03%
+66,110
New +$682K
AGI icon
459
Alamos Gold
AGI
$15.4B
$680K 0.03%
22,419
+2,040
+10% +$82.6K
ARKW icon
460
ARK Web x.0 ETF
ARKW
$1.85B
$678K 0.03%
4,663
+848
+22% +$119K
TSLT icon
461
T-REX 2X Long Tesla Daily Target ETF
TSLT
$171M
$678K 0.03%
+32,196
New +$602K
FMAR icon
462
FT Vest US Equity Buffer ETF March
FMAR
$1.18B
$674K 0.03%
12,901
+197
+2% +$10.1K
VBK icon
463
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.7B
$664K 0.03%
1,814
-938
-34% -$320K
APMC
464
AmperCap Acquisition Co
APMC
$199M
$663K 0.03%
+67,030
New +$664K
FPE icon
465
First Trust Preferred Securities and Income ETF
FPE
$6.27B
$663K 0.03%
36,880
-8,539
-19% -$154K
MTB icon
466
M&T Bank
MTB
$34.8B
$662K 0.03%
2,792
+129
+5% +$28.2K
QQQH
467
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$382M
$661K 0.03%
11,833
– –
SMST
468
Defiance Daily Target 2x Short MSTR ETF
SMST
$20.8M
$660K 0.03%
+12,967
New +$565K
ORCX
469
Defiance Daily Target 2X Long ORCL ETF
ORCX
$283M
$656K 0.03%
19,951
+7,784
+64% +$302K
AVGX
470
Defiance Daily Target 2X Long AVGO ETF
AVGX
$201M
$653K 0.03%
12,709
-1,627
-11% -$91.7K
APPX
471
Tradr 2X Long APP Daily ETF
APPX
$81.8M
$651K 0.03%
11,147
+2,733
+32% +$104K
NUGT icon
472
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.32B
$651K 0.03%
+4,398
New +$748K
IPVVU
473
InterPrivate Investment Partners V Units
IPVVU
$645K 0.03%
+65,003
New +$645K
PYLD icon
474
PIMCO Multi Sector Bond Active ETF
PYLD
$15.6B
$644K 0.03%
24,283
+4,584
+23% +$121K
LRCX icon
475
Lam Research
LRCX
$400B
$643K 0.03%
1,482
-84
-5% -$25.5K
17 18
19
20 21

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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
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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.