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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
FCX icon
651
Freeport-McMoran
FCX
$104B
$409K 0.02%
6,539
+900
+16% +$57.9K
COR icon
652
Cencora
COR
$63.2B
$409K 0.02%
+1,438
New +$415K
AMZU icon
653
Direxion Daily AMZN Bull 2X ETF
AMZU
$268M
$409K 0.02%
11,562
+3,918
+51% +$150K
IWB icon
654
iShares Russell 1000 ETF
IWB
$49.4B
$408K 0.02%
997
-504
-34% -$200K
AMAN
655
Amanat Acquisition Corp
AMAN
$104M
$406K 0.02%
+40,000
New +$404K
METU
656
Direxion Daily META Bull 2X ETF
METU
$522M
$405K 0.02%
+15,425
New +$384K
MDYV icon
657
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.84B
$405K 0.02%
4,332
+1,790
+70% +$163K
FFEB icon
658
FT Vest US Equity Buffer ETF February
FFEB
$1.43B
$405K 0.02%
6,639
+1,239
+23% +$74K
MSCI icon
659
MSCI
MSCI
$41.7B
$405K 0.02%
+689
New +$402K
PHO icon
660
Invesco Water Resources ETF
PHO
$2B
$403K 0.02%
+5,885
New +$397K
AEE icon
661
Ameren
AEE
$29.5B
$402K 0.02%
+3,534
New +$391K
SOFI icon
662
SoFi Technologies
SOFI
$23.5B
$402K 0.02%
24,081
+5,872
+32% +$99.5K
DYOR
663
Insight Digital Partners II
DYOR
$233M
$401K 0.02%
+39,985
New +$401K
EFV icon
664
iShares MSCI EAFE Value ETF
EFV
$32.2B
$400K 0.02%
+5,231
New +$405K
CLS icon
665
Celestica
CLS
$39.4B
$400K 0.02%
1,074
-66
-6% -$24.8K
RKLZ
666
Defiance Daily Target 2x Short RKLB ETF
RKLZ
$4.79M
$399K 0.02%
129,925
+121,665
+1,473% +$992K
CDNS icon
667
Cadence Design Systems
CDNS
$80.6B
$397K 0.02%
1,057
-685
-39% -$240K
AMT icon
668
American Tower
AMT
$81.9B
$397K 0.02%
2,324
+635
+38% +$114K
IONL
669
GraniteShares 2x Long IONQ Daily ETF
IONL
$64.3M
$396K 0.02%
14,629
+2,383
+19% +$69.4K
DTH icon
670
WisdomTree International High Dividend Fund
DTH
$668M
$396K 0.02%
7,334
+2,297
+46% +$128K
VXX icon
671
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$128M
$395K 0.02%
+15,837
New +$430K
FJUN icon
672
FT Vest US Equity Buffer ETF June
FJUN
$1.42B
$395K 0.02%
+6,607
New +$391K
NVDU icon
673
Direxion Daily NVDA Bull 2X ETF
NVDU
$570M
$394K 0.02%
+3,043
New +$398K
BCI icon
674
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.4B
$393K 0.02%
16,164
+3,666
+29% +$88.9K
IAU icon
675
iShares Gold Trust
IAU
$65.8B
$389K 0.02%
5,156
-1,169
-18% -$99.2K
25 26
27
28 29

Similar funds

SG
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
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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.