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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
SCIO icon
626
First Trust Structured Credit Income Opportunities ETF
SCIO
$550M
$438K 0.02%
+21,202
New +$438K
DRNZ
627
REX Drone ETF
DRNZ
$112M
$435K 0.02%
+19,300
New +$483K
SPTM icon
628
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.2B
$434K 0.02%
+4,776
New +$420K
BLUW
629
Blue Water Acquisition Corp III
BLUW
$335M
$434K 0.02%
+42,291
New +$435K
VHT icon
630
Vanguard Health Care ETF
VHT
$19.4B
$434K 0.02%
1,533
+543
+55% +$151K
SE icon
631
Sea Limited
SE
$68.7B
$433K 0.02%
4,518
+1,282
+40% +$113K
TRGP icon
632
Targa Resources
TRGP
$62.2B
$432K 0.02%
+1,646
New +$423K
URAA
633
Direxion Daily Uranium Industry Bull 2X ETF
URAA
$38M
$431K 0.02%
+10,972
New +$392K
MUD
634
Direxion Daily MU Bear 1X ETF
MUD
$24.8M
$431K 0.02%
34,651
+1,657
+5% +$34.7K
NVS icon
635
Novartis
NVS
$304B
$430K 0.02%
+2,818
New +$422K
MUZ
636
Defiance Daily Target 2X Short MU ETF
MUZ
$3.04M
$428K 0.02%
+42,838
New +$607K
ONDG
637
Leverage Shares 2X Long ONDS Daily ETF
ONDG
$22.3M
$426K 0.02%
66,783
+51,525
+338% +$294K
IAGG icon
638
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$425K 0.02%
+8,430
New +$422K
BBN icon
639
BlackRock Taxable Municipal Bond Trust
BBN
$967M
$425K 0.02%
+26,321
New +$422K
VV icon
640
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$424K 0.02%
1,233
+7
+0.6% +$2.33K
SDS icon
641
ProShares UltraShort S&P500
SDS
$382M
$423K 0.02%
+7,444
New +$455K
DE icon
642
Deere & Co
DE
$187B
$423K 0.02%
665
+62
+10% +$35.9K
RBC icon
643
RBC Bearings
RBC
$15.5B
$418K 0.02%
+698
New +$416K
SPCQ
644
Defiance Daily Target 2X Short SPCX ETF
SPCQ
$11.8M
$417K 0.02%
+30,855
New +$453K
FXO icon
645
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$417K 0.02%
+6,843
New +$408K
FXN icon
646
First Trust Energy AlphaDEX Fund
FXN
$403M
$416K 0.02%
+19,238
New +$413K
QCJL
647
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$100M
$412K 0.02%
16,448
+1,008
+7% +$24.9K
VOT icon
648
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.5B
$412K 0.02%
1,342
-121
-8% -$34.9K
EWJ icon
649
iShares MSCI Japan ETF
EWJ
$23.6B
$412K 0.02%
+4,429
New +$402K
CSB icon
650
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$260M
$410K 0.02%
+6,360
New +$407K
24 25
26
27 28

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KWA
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SGM
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SW
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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.