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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
SOXX icon
576
iShares Semiconductor ETF
SOXX
$42.8B
$495K 0.02%
773
-681
-47% -$346K
DGP icon
577
DB Gold Double Long ETN due February 15, 2038
DGP
$269M
$495K 0.02%
+2,938
New +$495K
AXON
578
Axon Enterprise
AXON
$41.9B
$494K 0.02%
882
+235
+36% +$98.3K
FLYW icon
579
Flywire
FLYW
$2.26B
$494K 0.02%
+28,140
New +$416K
VCR icon
580
Vanguard Consumer Discretionary ETF
VCR
$5.97B
$492K 0.02%
1,243
+190
+18% +$73.8K
LIT icon
581
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$490K 0.02%
6,153
+776
+14% +$64.2K
BDVL
582
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.78B
$486K 0.02%
+18,714
New +$483K
SMAY icon
583
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$113M
$484K 0.02%
+17,066
New +$467K
XYLD icon
584
Global X S&P 500 Covered Call ETF
XYLD
$3.35B
$483K 0.02%
11,839
+5,190
+78% +$209K
IRM icon
585
Iron Mountain
IRM
$34.8B
$482K 0.02%
+3,804
New +$466K
ETHT
586
ProShares Ultra Ether ETF
ETHT
$254M
$482K 0.02%
32,199
+10,350
+47% +$145K
VOOG icon
587
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$481K 0.02%
5,826
-318
-5% -$25.2K
VOE icon
588
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$481K 0.02%
2,427
-57
-2% -$11K
SPCG
589
Tradr 2X Short SpaceX Daily ETF
SPCG
$10.8M
$481K 0.02%
+27,947
New +$518K
DMAR icon
590
FT Vest US Equity Deep Buffer ETF March
DMAR
$465M
$480K 0.02%
10,740
+240
+2% +$10.6K
NLY icon
591
Annaly Capital Management
NLY
$17.2B
$479K 0.02%
20,724
+1,431
+7% +$31.6K
DOW icon
592
Dow Inc
DOW
$21.3B
$478K 0.02%
17,483
+10,295
+143% +$374K
IYG icon
593
iShares US Financial Services ETF
IYG
$2.23B
$475K 0.02%
5,253
-881
-14% -$77.3K
BTCZ
594
T-Rex 2X Inverse Bitcoin Daily Target ETF
BTCZ
$23M
$473K 0.02%
+82,631
New +$398K
STXF
595
Strive 500 ETF
STXF
$1.18B
$473K 0.02%
9,848
-3,287
-25% -$154K
FXI icon
596
iShares China Large-Cap ETF
FXI
$4.28B
$473K 0.02%
14,963
-1,092
-7% -$38.9K
SPAB icon
597
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.2B
$472K 0.02%
+18,496
New +$472K
IQLT icon
598
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$469K 0.02%
9,470
+4,296
+83% +$210K
FJUL icon
599
FT Vest US Equity Buffer ETF July
FJUL
$1.29B
$467K 0.02%
7,854
+97
+1% +$5.65K
FLGV icon
600
Franklin US Treasury Bond ETF
FLGV
$1.04B
$464K 0.02%
22,904
-65
-0.3% -$1.32K
22 23
24
25 26

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.