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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
GLL icon
751
ProShares UltraShort Gold
GLL
$86.1M
$338K 0.01%
+15,998
New +$349K
TXN icon
752
Texas Instruments
TXN
$236B
$338K 0.01%
+1,133
New +$314K
VRP icon
753
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$338K 0.01%
+13,877
New +$337K
PUI icon
754
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$52.8M
$338K 0.01%
7,100
– –
EWY icon
755
iShares MSCI South Korea ETF
EWY
$28.8B
$338K 0.01%
1,672
-271
-14% -$47.8K
DDEC icon
756
FT Vest US Equity Deep Buffer ETF December
DDEC
$441M
$337K 0.01%
7,121
-498
-7% -$23.2K
CDC icon
757
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$741M
$336K 0.01%
+4,559
New +$332K
FANG icon
758
Diamondback Energy
FANG
$55.8B
$336K 0.01%
+1,817
New +$352K
BXSL icon
759
Blackstone Secured Lending
BXSL
$5.76B
$336K 0.01%
14,034
+771
+6% +$18.4K
PIE icon
760
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$256M
$335K 0.01%
10,027
+125
+1% +$3.88K
ICVT icon
761
iShares Convertible Bond ETF
ICVT
$7.89B
$335K 0.01%
2,749
+406
+17% +$47.1K
JCPB icon
762
JPMorgan Core Plus Bond ETF
JCPB
$14.6B
$334K 0.01%
+7,117
New +$334K
WEAT icon
763
Teucrium Wheat Fund
WEAT
$323M
$334K 0.01%
+14,401
New +$335K
P
764
Everpure Inc
P
$33.1B
$334K 0.01%
+4,238
New +$311K
WEC icon
765
WEC Energy
WEC
$34.5B
$333K 0.01%
+2,844
New +$324K
FXE icon
766
Invesco CurrencyShares Euro Currency Trust
FXE
$370M
$333K 0.01%
+3,138
New +$337K
SWAN icon
767
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$157M
$333K 0.01%
9,975
+33
+0.3% +$1.09K
QAI icon
768
NYLIM Hedge Multi-Strategy Tracker ETF
QAI
$1.02B
$330K 0.01%
9,015
+372
+4% +$13.3K
BUFQ icon
769
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.62B
$330K 0.01%
8,400
-3,700
-31% -$142K
PFF icon
770
iShares Preferred and Income Securities ETF
PFF
$12.9B
$329K 0.01%
10,806
-15,034
-58% -$468K
ILCG icon
771
iShares Morningstar Growth ETF
ILCG
$3.16B
$328K 0.01%
2,805
– –
IVOV icon
772
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.35B
$327K 0.01%
2,868
-234
-8% -$25.5K
GJUN icon
773
FT Vest US Equity Moderate Buffer ETF June
GJUN
$533M
$327K 0.01%
+7,960
New +$324K
SPCH
774
Leverage Shares 2X Long SPCX Daily ETF
SPCH
$372M
$327K 0.01%
+21,348
New +$342K
MVLL
775
GraniteShares 2x Long MRVL Daily ETF
MVLL
$416M
$326K 0.01%
+3,427
New +$113K
29 30
31
32 33

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KWA
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SGM
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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.