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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
CFO icon
551
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$416M
$519K 0.02%
+6,634
New +$515K
SDHI
552
Siddhi Acquisition Corp
SDHI
$366M
$517K 0.02%
+49,999
New +$520K
SZZL
553
Sizzle Acquisition Corp II
SZZL
$327M
$515K 0.02%
+50,000
New +$516K
URI icon
554
United Rentals
URI
$62.9B
$515K 0.02%
454
+74
+19% +$70.4K
FIXD icon
555
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.19B
$514K 0.02%
+11,787
New +$515K
TTE icon
556
TotalEnergies
TTE
$196B
$513K 0.02%
+6,447
New +$570K
FDL icon
557
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.1B
$513K 0.02%
10,534
+4,834
+85% +$241K
BKNG icon
558
Booking.com
BKNG
$145B
$511K 0.02%
2,878
+1,228
+74% +$209K
KKR icon
559
KKR & Co
KKR
$96.7B
$511K 0.02%
5,538
+797
+17% +$77.3K
CRCG
560
Leverage Shares 2X Long CRCL Daily ETF
CRCG
$200M
$510K 0.02%
+20,478
New +$524K
PRAX icon
561
Praxis Precision Medicines
PRAX
$9.82B
$508K 0.02%
1,521
+52
+4% +$16.5K
SHOP icon
562
Shopify
SHOP
$187B
$507K 0.02%
4,397
+1,160
+36% +$132K
GSY icon
563
Invesco Ultra Short Duration ETF
GSY
$3.93B
$507K 0.02%
+10,117
New +$508K
ICE icon
564
Intercontinental Exchange
ICE
$90.5B
$507K 0.02%
4,118
+424
+11% +$63.6K
SBUX icon
565
Starbucks
SBUX
$119B
$505K 0.02%
4,939
+567
+13% +$57.1K
PDI icon
566
PIMCO Dynamic Income Fund
PDI
$7.24B
$504K 0.02%
29,830
-6,410
-18% -$109K
DGAC.U
567
Disciplined Growth Acquisition Corp Units
DGAC.U
$504K 0.02%
+50,187
New +$503K
GCGRU
568
General Catalyst Global Resilience Merger Corp Units
GCGRU
$370M
$504K 0.02%
+50,105
New +$511K
CCAQ
569
Collective Acquisition Corp
CCAQ
$213M
$501K 0.02%
+48,452
New +$503K
TRFK icon
570
Pacer Data and Digital Revolution ETF
TRFK
$1.08B
$500K 0.02%
+4,687
New +$418K
APLD icon
571
Applied Digital
APLD
$7.5B
$499K 0.02%
+11,606
New +$448K
LITX
572
Tradr 2X Long LITE Daily ETF
LITX
$239M
$497K 0.02%
+14,352
New +$605K
CRM icon
573
Salesforce
CRM
$213B
$497K 0.02%
3,166
-512
-14% -$90K
ACGC
574
ACP Holdings Acquisition Corp
ACGC
$292M
$497K 0.02%
+50,000
New +$497K
ORCU
575
Direxion Daily ORCL Bull 2X ETF
ORCU
$149M
$496K 0.02%
+33,229
New +$462K
21 22
23
24 25

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SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
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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.