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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
FTGS icon
826
First Trust Growth Strength ETF
FTGS
$1.3B
$299K 0.01%
+8,156
New +$296K
BLRK
827
Bluerock Acquisition Corp
BLRK
$232M
$299K 0.01%
+30,001
New +$298K
SCHZ icon
828
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
$299K 0.01%
12,933
-12,169
-48% -$282K
NVDL icon
829
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.12B
$297K 0.01%
+9,545
New +$313K
EVSD
830
Eaton Vance Short Duration Income ETF
EVSD
$1.49B
$297K 0.01%
5,819
-5,030
-46% -$257K
CRCD
831
T-REX 2X Inverse CRCL Daily Target ETF
CRCD
$3.33M
$296K 0.01%
57,286
+37,286
+186% +$175K
MYXXU
832
Maywood Acquisition Corp 2 Units
MYXXU
$296K 0.01%
+29,432
New +$297K
SDIV icon
833
Global X SuperDividend ETF
SDIV
$1.24B
$296K 0.01%
12,115
+1,164
+11% +$29.4K
FTEC icon
834
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$296K 0.01%
1,036
-82
-7% -$21.4K
SILJ icon
835
Amplify Junior Silver Miners ETF
SILJ
$4.16B
$295K 0.01%
11,386
+1,151
+11% +$34.1K
BKLC icon
836
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.82B
$295K 0.01%
+6,387
New +$296K
BMNZ
837
Defiance Daily Target 2X Short BMNR ETF
BMNZ
$5.68M
$295K 0.01%
+14,882
New +$280K
HYG icon
838
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.4B
$295K 0.01%
3,683
-7,865
-68% -$629K
IDV icon
839
iShares International Select Dividend ETF
IDV
$8.77B
$295K 0.01%
7,108
-1,889
-21% -$82.7K
ED icon
840
Consolidated Edison
ED
$39.7B
$293K 0.01%
2,648
-241
-8% -$26.2K
XMMO icon
841
Invesco S&P MidCap Momentum ETF
XMMO
$7.38B
$293K 0.01%
1,722
+17
+1% +$2.77K
UGL icon
842
ProShares Ultra Gold
UGL
$875M
$293K 0.01%
+6,674
New +$377K
SCHR
843
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.4B
$291K 0.01%
11,814
-18,201
-61% -$450K
GD icon
844
General Dynamics
GD
$97.2B
$291K 0.01%
820
+131
+19% +$44.9K
SIL icon
845
Global X Silver Miners ETF NEW
SIL
$5.31B
$289K 0.01%
3,712
+510
+16% +$45.8K
PFL
846
PIMCO Income Strategy Fund
PFL
$376M
$289K 0.01%
36,389
+16,511
+83% +$130K
SNPS icon
847
Synopsys
SNPS
$75.5B
$289K 0.01%
648
+102
+19% +$48K
APO icon
848
Apollo Global Management
APO
$78.9B
$288K 0.01%
+2,439
New +$307K
TECB icon
849
iShares US Tech Breakthrough Multisector ETF
TECB
$501M
$288K 0.01%
+4,025
New +$267K
CRCA
850
ProShares Ultra CRCL
CRCA
$165M
$288K 0.01%
+6,511
New +$251K
32 33
34
35 36

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SG
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KWA
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SGM
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SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
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.