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StoneX Group Portfolio holdings
AUM
$2.48B
Turnover
54.19%
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
(+34%)
Cap. Flow
+$403M
Cap. Flow % of AUM
Cap. Flow %
16.23%
Top 10 Holdings %
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169
Avg Time Held
1.6
years
Top 10 Avg Time Held
3.7
years
Top 20 Avg Time Held
2.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KT
KT
|
+$29.3M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$20.4M |
| 3 |
Xcel Energy
XEL
|
+$14.2M |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$12.1M |
| 5 |
Direxion Daily Semiconductor Bull 3X ETF
SOXL
|
+$10M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ferrari
RACE
|
+$16.7M |
| 2 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$9.9M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.72M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$5.44M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
876
2x Ether ETF
ETHU
$917M
| $276K | 0.01% |
+16,841
| New | +$356K |
2026 Q2
0 quarters
|
|
877
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$11.4B
| $276K | 0.01% |
3,650
| – | – |
2026 Q1
1 quarter
|
|
878
BlackRock Credit Allocation Income Trust
BTZ
$875M
| $276K | 0.01% |
+26,779
| New | +$273K |
2026 Q2
0 quarters
|
|
879
Public Service Enterprise Group
PEG
$35.9B
| $276K | 0.01% |
3,398
-195
| -5% | -$15.6K |
2025 Q3
3 quarters
|
|
880
ProShares UltraShort Bitcoin ETF
SBIT
$118M
| $276K | 0.01% |
6,278
-1,816
| -22% | -$91.3K |
2025 Q4
2 quarters
|
|
881
Gilead Sciences
GILD
$197B
| $276K | 0.01% |
2,181
-337
| -13% | -$44.4K |
2021 Q4
18 quarters
|
|
882
Zoetis
ZTS
$33.5B
| $275K | 0.01% |
3,713
-1,840
| -33% | -$173K |
2021 Q4
18 quarters
|
|
883
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
| $275K | 0.01% |
+5,309
| New | +$272K |
2026 Q2
0 quarters
|
|
884
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.2B
| $274K | 0.01% |
+4,629
| New | +$274K |
2026 Q2
0 quarters
|
|
885
Invesco NASDAQ Internet ETF
PNQI
$534M
| $273K | 0.01% |
+5,809
| New | +$275K |
2026 Q2
0 quarters
|
|
886
AST SpaceMobile
ASTS
$11.8B
| $273K | 0.01% |
+3,067
| New | +$268K |
2026 Q2
0 quarters
|
|
887
MAX S&P 500 4x Leveraged ETN
SPYU
$266M
| $272K | 0.01% |
+8,259
| New | +$255K |
2026 Q2
0 quarters
|
|
888
iShares MSCI China ETF
MCHI
$5.51B
| $272K | 0.01% |
5,341
+577
| +12% | +$32.3K |
2026 Q1
1 quarter
|
|
889
BlackRock Large Cap Core ETF
BLCR
$9.6B
| $271K | 0.01% |
+5,380
| New | +$259K |
2026 Q2
0 quarters
|
|
890
First Trust North American Energy Infrastructure Fund
EMLP
$4.2B
| $271K | 0.01% |
+6,181
| New | +$270K |
2026 Q2
0 quarters
|
|
|
891
Ferrari
RACE
$68.9B
| $271K | 0.01% |
754
-48,000
| -98% | -$16.7M |
2026 Q1
1 quarter
|
|
892
JPMorgan Active Value ETF
JAVA
$7.36B
| $270K | 0.01% |
3,400
+242
| +8% | +$18.5K |
2024 Q4
6 quarters
|
|
893
Global X Artificial Intelligence & Technology ETF
AIQ
$10.1B
| $270K | 0.01% |
4,156
-2,244
| -35% | -$134K |
2025 Q4
2 quarters
|
|
894
Markel Group
MKL
$23.2B
| $270K | 0.01% |
138
-97
| -41% | -$181K |
2024 Q4
6 quarters
|
|
895
WisdomTree India Earnings Fund ETF
EPI
$1.76B
| $269K | 0.01% |
+6,275
| New | +$268K |
2026 Q2
0 quarters
|
|
896
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.53B
| $269K | 0.01% |
+3,065
| New | +$278K |
2026 Q2
0 quarters
|
|
897
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.79B
| $269K | 0.01% |
+5,169
| New | +$268K |
2026 Q2
0 quarters
|
|
898
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
| $268K | 0.01% |
+12,831
| New | +$269K |
2026 Q2
0 quarters
|
|
899
Cloudflare
NET
$118B
| $268K | 0.01% |
+1,099
| New | +$240K |
2026 Q2
0 quarters
|
|
900
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.01B
| $268K | 0.01% |
4,988
+955
| +24% | +$51K |
2025 Q1
5 quarters
|
|
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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 $9.9M.
- 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.