We are live on ! Find out more
SG

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
QDEC icon
501
FT Vest Growth-100 Buffer ETF December
QDEC
$704M
$577K 0.02%
16,264
+7,978
+96% +$276K
FLCB icon
502
Franklin US Core Bond ETF
FLCB
$3.07B
$577K 0.02%
26,945
-31
-0.1% -$663
AMP icon
503
Ameriprise Financial
AMP
$49.5B
$572K 0.02%
1,239
+738
+147% +$338K
DHR icon
504
Danaher
DHR
$146B
$572K 0.02%
2,998
-663
-18% -$120K
TGT icon
505
Target
TGT
$74.7B
$572K 0.02%
4,362
+249
+6% +$31.6K
PSA icon
506
Public Storage
PSA
$55.6B
$572K 0.02%
1,852
+860
+87% +$263K
EFG icon
507
iShares MSCI EAFE Growth ETF
EFG
$17B
$572K 0.02%
4,595
+1,512
+49% +$182K
IYW icon
508
iShares US Technology ETF
IYW
$25.1B
$569K 0.02%
2,256
+199
+10% +$45.7K
ARKX icon
509
ARK Space & Defense Innovation ETF
ARKX
$764M
$569K 0.02%
+16,327
New +$549K
GOVT icon
510
iShares US Treasury Bond ETF
GOVT
$41.7B
$568K 0.02%
+24,925
New +$568K
VFH icon
511
Vanguard Financials ETF
VFH
$13.6B
$568K 0.02%
4,386
-697
-14% -$88.9K
FDX icon
512
FedEx
FDX
$76.3B
$567K 0.02%
1,569
+202
+15% +$73.4K
ANGO icon
513
AngioDynamics
ANGO
$628M
$567K 0.02%
43,561
-20,548
-32% -$234K
VDC icon
514
Vanguard Consumer Staples ETF
VDC
$7.82B
$565K 0.02%
2,503
-4,960
-66% -$1.13M
ATLC icon
515
Atlanticus Holdings
ATLC
$1.41B
$565K 0.02%
+5,524
New +$448K
TTWO icon
516
Take-Two Interactive
TTWO
$40.1B
$563K 0.02%
2,252
-399
-15% -$88K
REGN icon
517
Regeneron Pharmaceuticals
REGN
$85.2B
$561K 0.02%
+891
New +$606K
NEBX
518
Tradr 2X Long NBIS Daily ETF
NEBX
$202M
$557K 0.02%
+5,147
New +$183K
KRE icon
519
State Street SPDR S&P Regional Banking ETF
KRE
$4.35B
$555K 0.02%
7,409
-1,559
-17% -$109K
MTNE.U
520
CH4 Natural Solutions Corp Units
MTNE.U
$551K 0.02%
+54,988
New +$551K
RIO icon
521
Rio Tinto
RIO
$168B
$550K 0.02%
5,798
+985
+20% +$99.9K
SCCO icon
522
Southern Copper
SCCO
$168B
$550K 0.02%
3,124
+1,621
+108% +$291K
QMAR icon
523
FT Vest Growth-100 Buffer ETF March
QMAR
$594M
$549K 0.02%
14,735
-1,865
-11% -$67.8K
BMY icon
524
Bristol-Myers Squibb
BMY
$136B
$548K 0.02%
9,503
+3,588
+61% +$206K
DGRW icon
525
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$547K 0.02%
5,653
+1,544
+38% +$146K
19 20
21
22 23

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.