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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
OIM
676
OneIM Acquisition Corp
OIM
$366M
$388K 0.02%
+38,574
New +$387K
CBRE icon
677
CBRE Group
CBRE
$41.6B
$388K 0.02%
+2,947
New +$406K
ORLA
678
DELISTED
Orla Mining
ORLA
$388K 0.02%
+39,611
New +$527K
IWN icon
679
iShares Russell 2000 Value ETF
IWN
$14.5B
$388K 0.02%
1,753
-275
-14% -$57.6K
AJG icon
680
Arthur J. Gallagher & Co
AJG
$64.8B
$387K 0.02%
1,684
-466
-22% -$98.9K
IJJ icon
681
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$386K 0.02%
2,612
-1,213
-32% -$172K
FTHI icon
682
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.51B
$386K 0.02%
16,179
– –
ALPXU
683
Alpex Acquisition Corp Unit
ALPXU
$104M
$385K 0.02%
+38,400
New +$384K
FNOV icon
684
FT Vest US Equity Buffer ETF November
FNOV
$1.25B
$385K 0.02%
6,594
+1,261
+24% +$72.1K
PULS icon
685
PGIM Ultra Short Bond ETF
PULS
$18.8B
$384K 0.02%
7,750
+1,079
+16% +$53.5K
HSY icon
686
Hershey
HSY
$34.9B
$384K 0.02%
2,189
+793
+57% +$150K
NOW icon
687
ServiceNow
NOW
$139B
$384K 0.02%
3,596
-2,023
-36% -$200K
BMNG
688
Leverage Shares 2X Long BMNR Daily ETF
BMNG
$62.9M
$383K 0.02%
18,488
+12,888
+230% +$286K
SPTB
689
State Street SPDR Portfolio Treasury ETF
SPTB
$477M
$382K 0.02%
12,706
– –
AOR icon
690
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$381K 0.02%
5,480
– –
ASML icon
691
ASML
ASML
$677B
$381K 0.02%
191
+36
+23% +$57.3K
BUG icon
692
Global X Cybersecurity ETF
BUG
$1.61B
$381K 0.02%
+10,509
New +$324K
IREZ
693
Tradr 2X Short IREN Daily ETF
IREZ
$5.42M
$381K 0.02%
9,976
+7,733
+345% +$252K
MSFD icon
694
Direxion Daily MSFT Bear 1X ETF
MSFD
$11.5M
$380K 0.02%
+30,447
New +$409K
UPS icon
695
United Parcel Service
UPS
$85.9B
$380K 0.02%
3,532
-37
-1% -$3.85K
CME icon
696
CME Group
CME
$100B
$379K 0.02%
+1,710
New +$473K
ISPY icon
697
ProShares S&P 500 High Income ETF
ISPY
$1.23B
$379K 0.02%
+7,807
New +$367K
AZN icon
698
AstraZeneca
AZN
$248B
$377K 0.02%
+1,995
New +$375K
QMFE
699
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$47M
$377K 0.02%
15,500
-1,700
-10% -$40.4K
QJUN icon
700
FT Vest Growth-100 Buffer ETF June
QJUN
$718M
$376K 0.02%
11,150
+649
+6% +$21.6K
26 27
28
29 30

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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.