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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
HVII
801
Hennessy Capital Investment Corp VII
HVII
$252M
$312K 0.01%
+30,000
New +$312K
PRU icon
802
Prudential Financial
PRU
$42.1B
$312K 0.01%
2,888
+35
+1% +$3.56K
PFG icon
803
Principal Financial Group
PFG
$25B
$310K 0.01%
+2,988
New +$303K
TLH icon
804
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$309K 0.01%
3,079
+155
+5% +$15.5K
HWM icon
805
Howmet Aerospace
HWM
$103B
$308K 0.01%
+1,147
New +$295K
IMCG icon
806
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.07B
$307K 0.01%
3,122
-1,513
-33% -$137K
SPXX icon
807
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$343M
$307K 0.01%
16,084
-3,087
-16% -$54.7K
DT icon
808
Dynatrace
DT
$15B
$306K 0.01%
6,976
-3,880
-36% -$151K
IPO icon
809
Renaissance IPO ETF
IPO
$152M
$306K 0.01%
+5,152
New +$266K
FOCT icon
810
FT Vest US Equity Buffer ETF October
FOCT
$1.19B
$305K 0.01%
+5,836
New +$298K
BSX icon
811
Boston Scientific
BSX
$69.3B
$305K 0.01%
7,137
+107
+2% +$5.81K
DAPR icon
812
FT Vest US Equity Deep Buffer ETF April
DAPR
$320M
$304K 0.01%
7,440
+1,140
+18% +$46.1K
MSLC
813
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$4.08B
$304K 0.01%
+5,197
New +$297K
WENC.U
814
West Enclave Merger Corp Units
WENC.U
$303K 0.01%
+30,300
New +$305K
SEZL
815
Sezzle
SEZL
$4.06B
$302K 0.01%
+1,873
New +$197K
IRDM icon
816
Iridium Communications
IRDM
$5B
$302K 0.01%
+6,571
New +$281K
VONV icon
817
Vanguard Russell 1000 Value ETF
VONV
$22.3B
$302K 0.01%
+2,865
New +$293K
AEM icon
818
Agnico Eagle Mines
AEM
$104B
$302K 0.01%
+1,818
New +$337K
MXL icon
819
MaxLinear
MXL
$5.69B
$301K 0.01%
+3,582
New +$253K
HYD icon
820
VanEck High Yield Muni ETF
HYD
$4.26B
$301K 0.01%
+5,841
New +$298K
CMG icon
821
Chipotle Mexican Grill
CMG
$46.8B
$300K 0.01%
8,836
-6,793
-43% -$222K
FTQI icon
822
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$971M
$300K 0.01%
13,600
– –
FCNCA icon
823
First Citizens BancShares
FCNCA
$24.9B
$300K 0.01%
+144
New +$289K
PTACU
824
Patriot Acquisition Corp Units
PTACU
$300K 0.01%
+30,000
New +$299K
TWLV
825
Twelve Seas Investment Co III
TWLV
$300K 0.01%
+29,995
New +$299K
31 32
33
34 35

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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
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.